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

Other funds holding AKAM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Congress Wealth Management's AKAM Position: Q3 2023 in Review

Congress Wealth Management sold out of Akamai (AKAM) in Q3 2023, closing a stake of 81,427 shares — an estimated $7.32M sold.

Congress Wealth Management first reported a position in AKAM in Q4 2021 and held it in 7 quarters. The position peaked at $10.2M in Q1 2022. 680 funds tracked by Wall St. Rank hold AKAM as of Q3 2023.

Congress Wealth Management reported no remaining Akamai position as of Q3 2023 after selling out during the quarter.
Congress Wealth Management sold 81,427 Akamai shares in Q3 2023, an estimated $7.32M.
Congress Wealth Management first reported a position in Akamai in Q4 2021 and held it in 7 quarters.
Congress Wealth Management's Akamai position peaked at $10.2M in Q1 2022.
680 funds tracked by Wall St. Rank held Akamai as of Q3 2023.

Based on Congress Wealth Management's 13F filing for Q3 2023, filed 30 Oct 2023.