Congress Wealth Management’s a.k.a. Brands AKA Stock Holding History

Congress Wealth Management’s Portfolio AKA Stock Details AKA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-1,846	Closed	-$9.63K	–	607
2023 Q3	$9.63K	Buy	+1,846	New	+$10.4K	﹤0.01%	598

Other funds holding AKA

Summit Partners Boston, Massachusetts $609M AUM 7.66% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Congress Wealth Management's AKA Position: Q4 2023 in Review

Congress Wealth Management sold out of a.k.a. Brands (AKA) in Q4 2023, closing a stake of 1,846 shares — an estimated $9.63K sold.

Congress Wealth Management first reported a position in AKA in Q3 2023 and held it in 1 quarter. The position peaked at $9.63K in Q3 2023. 13 funds tracked by Wall St. Rank hold AKA as of Q4 2023.

Congress Wealth Management reported no remaining a.k.a. Brands position as of Q4 2023 after selling out during the quarter.
Congress Wealth Management sold 1,846 a.k.a. Brands shares in Q4 2023, an estimated $9.63K.
Congress Wealth Management first reported a position in a.k.a. Brands in Q3 2023 and held it in 1 quarter.
Congress Wealth Management's a.k.a. Brands position peaked at $9.63K in Q3 2023.
13 funds tracked by Wall St. Rank held a.k.a. Brands as of Q4 2023.

Based on Congress Wealth Management's 13F filing for Q4 2023, filed 9 Feb 2024.