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Congress Wealth Management’s Akamai AKAM Stock Holding History

Congress Wealth Management’s Portfolio AKAM Stock Details AKAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-81,427
Closed -$7.32M – 600
2023
Q2 		$7.32M Sell
81,427
-17,824
-18% -$1.53M 0.17% 153
2023
Q1 		$7.77M Buy
99,251
+14,982
+18% +$1.21M 0.19% 148
2022
Q4 		$7.1M Sell
84,269
-8,306
-9% -$723K 0.18% 158
2022
Q3 		$7.44M Buy
92,575
+6,390
+7% +$582K 0.2% 152
2022
Q2 		$7.87M Buy
86,185
+965
+1% +$101K 0.2% 151
2022
Q1 		$10.2M Buy
85,220
+5,701
+7% +$639K 0.22% 133
2021
Q4 		$9.31M Buy
+79,519
New +$8.75M 0.19% 160

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Nordea Investment Management
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Bank of America
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
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Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return