Charles Schwab
AKU

Charles Schwab’s Akumin Inc AKU Stock Holding History

Charles Schwab’s Portfolio AKU Stock Details AKU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-29,384
Closed -$5.29K – 3665
2023
Q2 		$5.29K Hold
29,384
– – ﹤0.01% 3605
2023
Q1 		$20K Hold
29,384
– – ﹤0.01% 3509
2022
Q4 		$21.1K Hold
29,384
– – ﹤0.01% 3496
2022
Q3 		$51K Buy
+29,384
New +$32.9K ﹤0.01% 3327

Other funds holding AKU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FC
Foursixthree Capital New York $268M AUM 115.24% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

Charles Schwab's AKU Position: Q3 2023 in Review

Charles Schwab sold out of Akumin Inc (AKU) in Q3 2023, closing a stake of 29,384 shares — an estimated $5.29K sold.

Charles Schwab first reported a position in AKU in Q3 2022 and held it in 4 quarters. The position peaked at $51K in Q3 2022. 25 funds tracked by Wall St. Rank hold AKU as of Q3 2023.

  • Charles Schwab reported no remaining Akumin Inc position as of Q3 2023 after selling out during the quarter.
  • Charles Schwab sold 29,384 Akumin Inc shares in Q3 2023, an estimated $5.29K.
  • Charles Schwab first reported a position in Akumin Inc in Q3 2022 and held it in 4 quarters.
  • Charles Schwab's Akumin Inc position peaked at $51K in Q3 2022.
  • 25 funds tracked by Wall St. Rank held Akumin Inc as of Q3 2023.

Based on Charles Schwab's 13F filing for Q3 2023, filed 8 Nov 2023.