Creative Planning
AKTS

Creative Planning’s Akoustis Technologies Inc AKTS Stock Holding History

Creative Planning’s Portfolio AKTS Stock Details AKTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-243,741
Closed -$21.8K – 3691
2024
Q3 		$21.8K Hold
243,741
– – ﹤0.01% 3147
2024
Q2 		$32.1K Sell
243,741
-578
-0.2% -$218 ﹤0.01% 2957
2024
Q1 		$144K Buy
244,319
+620
+0.3% +$400 ﹤0.01% 2635
2023
Q4 		$203K Buy
243,699
+227,018
+1,361% +$153K ﹤0.01% 2418
2023
Q3 		$12.6K Buy
+16,681
New +$30.8K ﹤0.01% 2630
2021
Q2 		– Sell
-13,613
Closed -$182K – 2646
2021
Q1 		$182K Buy
+13,613
New +$198K ﹤0.01% 2124
2017
Q2 		– Sell
-300
Closed -$4K – 4875
2017
Q1 		$4K Buy
+300
New +$2.99K ﹤0.01% 4088

Other funds holding AKTS

XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
PCM
Perkins Capital Management Wayzata, Minnesota $133M AUM 127.86% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
TWM
Topsail Wealth Management Charlotte, North Carolina $678M AUM 13.87% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $3.71B AUM 19.51% 1-Year Est. Return
KCP
Kera Capital Partners San Jose, California $815M AUM 46.39% 1-Year Est. Return

Creative Planning's AKTS Position: Q4 2024 in Review

Creative Planning sold out of Akoustis Technologies Inc (AKTS) in Q4 2024, closing a stake of 243,741 shares — an estimated $21.8K sold.

Creative Planning first reported a position in AKTS in Q1 2017 and held it in 7 quarters. The position peaked at $203K in Q4 2023. 9 funds tracked by Wall St. Rank hold AKTS as of Q4 2024.

  • Creative Planning reported no remaining Akoustis Technologies Inc position as of Q4 2024 after selling out during the quarter.
  • Creative Planning sold 243,741 Akoustis Technologies Inc shares in Q4 2024, an estimated $21.8K.
  • Creative Planning first reported a position in Akoustis Technologies Inc in Q1 2017 and held it in 7 quarters.
  • Creative Planning's Akoustis Technologies Inc position peaked at $203K in Q4 2023.
  • 9 funds tracked by Wall St. Rank held Akoustis Technologies Inc as of Q4 2024.

Based on Creative Planning's 13F filing for Q4 2024, filed 14 Feb 2025.