Cetera Investment Advisers
AKLI

Cetera Investment Advisers’s Akili Inc AKLI Stock Holding History

Cetera Investment Advisers’s Portfolio AKLI Stock Details AKLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-85,000
Closed -$94.3K – 2321
2023
Q2 		$94.3K Buy
+85,000
New +$109K ﹤0.01% 2095

Other funds holding AKLI

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Neuberger Berman Group
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Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
SCM
Suvretta Capital Management New York $3.92B AUM 86.67% 1-Year Est. Return
CFM
Comprehensive Financial Management Los Gatos, California $3.01B AUM 2.93% 1-Year Est. Return
WCM
Wildcat Capital Management New York $229M AUM 132.65% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Cetera Investment Advisers's AKLI Position: Q3 2023 in Review

Cetera Investment Advisers sold out of Akili Inc (AKLI) in Q3 2023, closing a stake of 85,000 shares — an estimated $94.3K sold.

Cetera Investment Advisers first reported a position in AKLI in Q2 2023 and held it in 1 quarter. The position peaked at $94.3K in Q2 2023. 36 funds tracked by Wall St. Rank hold AKLI as of Q3 2023.

  • Cetera Investment Advisers reported no remaining Akili Inc position as of Q3 2023 after selling out during the quarter.
  • Cetera Investment Advisers sold 85,000 Akili Inc shares in Q3 2023, an estimated $94.3K.
  • Cetera Investment Advisers first reported a position in Akili Inc in Q2 2023 and held it in 1 quarter.
  • Cetera Investment Advisers's Akili Inc position peaked at $94.3K in Q2 2023.
  • 36 funds tracked by Wall St. Rank held Akili Inc as of Q3 2023.

Based on Cetera Investment Advisers's 13F filing for Q3 2023, filed 14 Nov 2023.