Comprehensive Financial Management’s Akili Inc AKLI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-1,063,422
Closed -$462K 49
2024
Q2
$462K Hold
1,063,422
0.02% 35
2024
Q1
$308K Hold
1,063,422
0.01% 36
2023
Q4
$518K Hold
1,063,422
0.02% 33
2023
Q3
$584K Hold
1,063,422
0.02% 34
2023
Q2
$1.18M Hold
1,063,422
0.04% 30
2023
Q1
$1.7M Hold
1,063,422
0.05% 29
2022
Q4
$1.19M Hold
1,063,422
0.04% 32
2022
Q3
$2.4M Buy
+1,063,422
New +$7.62M 0.06% 24

Comprehensive Financial Management's AKLI Position: Q3 2024 in Review

Comprehensive Financial Management sold out of Akili Inc (AKLI) in Q3 2024, closing a stake of 1,063,422 shares — an estimated $462K sold.

Comprehensive Financial Management first reported a position in AKLI in Q3 2022 and held it in 8 quarters. The position peaked at $2.4M in Q3 2022. 0 funds tracked by Wall St. Rank hold AKLI as of Q3 2024.

  • Comprehensive Financial Management reported no remaining Akili Inc position as of Q3 2024 after selling out during the quarter.
  • Comprehensive Financial Management sold 1,063,422 Akili Inc shares in Q3 2024, an estimated $462K.
  • Comprehensive Financial Management first reported a position in Akili Inc in Q3 2022 and held it in 8 quarters.
  • Comprehensive Financial Management's Akili Inc position peaked at $2.4M in Q3 2022.
  • 0 funds tracked by Wall St. Rank held Akili Inc as of Q3 2024.

Based on Comprehensive Financial Management's 13F filing for Q3 2024, filed 14 Nov 2024.