CSWM
AKTS

Cassady Schiller Wealth Management’s Akoustis Technologies Inc AKTS Stock Holding History

Cassady Schiller Wealth Management’s Portfolio AKTS Stock Details AKTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,100
Closed -$917 – 513
2023
Q4 		$917 Buy
1,100
+600
+120% +$403 ﹤0.01% 407
2023
Q3 		$376 Hold
500
– – ﹤0.01% 440
2023
Q2 		$1.59K Hold
500
– – ﹤0.01% 429
2023
Q1 		$1.54K Buy
+500
New +$1.75K ﹤0.01% 408

Other funds holding AKTS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HIM
Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return
SAM
Silverback Asset Management Chapel Hill, North Carolina $699M AUM 72.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TFCM
Taylor Frigon Capital Management Scottsdale, Arizona $214M AUM 47.29% 1-Year Est. Return
PCM
Perkins Capital Management Wayzata, Minnesota $133M AUM 127.86% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SIG
Sargent Investment Group Bethesda, Maryland $759M AUM 28.58% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return

Cassady Schiller Wealth Management's AKTS Position: Q1 2024 in Review

Cassady Schiller Wealth Management sold out of Akoustis Technologies Inc (AKTS) in Q1 2024, closing a stake of 1,100 shares — an estimated $917 sold.

Cassady Schiller Wealth Management first reported a position in AKTS in Q1 2023 and held it in 4 quarters. The position peaked at $1.59K in Q2 2023. 118 funds tracked by Wall St. Rank hold AKTS as of Q1 2024.

  • Cassady Schiller Wealth Management reported no remaining Akoustis Technologies Inc position as of Q1 2024 after selling out during the quarter.
  • Cassady Schiller Wealth Management sold 1,100 Akoustis Technologies Inc shares in Q1 2024, an estimated $917.
  • Cassady Schiller Wealth Management first reported a position in Akoustis Technologies Inc in Q1 2023 and held it in 4 quarters.
  • Cassady Schiller Wealth Management's Akoustis Technologies Inc position peaked at $1.59K in Q2 2023.
  • 118 funds tracked by Wall St. Rank held Akoustis Technologies Inc as of Q1 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.