CAG
AKTS

Crestwood Advisors Group’s Akoustis Technologies Inc AKTS Stock Holding History

Crestwood Advisors Group’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
Q2 		– Sell
-67,537
Closed -$39.9K – 445
2024
Q1 		$39.9K Sell
67,537
-11,475
-15% -$7.41K ﹤0.01% 416
2023
Q4 		$65.9K Sell
79,012
-33,000
-29% -$22.2K ﹤0.01% 399
2023
Q3 		$84.3K Buy
+112,012
New +$207K ﹤0.01% 357

Other funds holding AKTS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TFCM
Taylor Frigon Capital Management Scottsdale, Arizona $214M AUM 47.29% 1-Year Est. Return
SAM
Silverback Asset Management Chapel Hill, North Carolina $699M AUM 72.42% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PCM
Perkins Capital Management Wayzata, Minnesota $133M AUM 127.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SIG
Sargent Investment Group Bethesda, Maryland $759M AUM 28.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Crestwood Advisors Group's AKTS Position: Q2 2024 in Review

Crestwood Advisors Group sold out of Akoustis Technologies Inc (AKTS) in Q2 2024, closing a stake of 67,537 shares — an estimated $39.9K sold.

Crestwood Advisors Group first reported a position in AKTS in Q3 2023 and held it in 3 quarters. The position peaked at $84.3K in Q3 2023. 91 funds tracked by Wall St. Rank hold AKTS as of Q2 2024.

  • Crestwood Advisors Group reported no remaining Akoustis Technologies Inc position as of Q2 2024 after selling out during the quarter.
  • Crestwood Advisors Group sold 67,537 Akoustis Technologies Inc shares in Q2 2024, an estimated $39.9K.
  • Crestwood Advisors Group first reported a position in Akoustis Technologies Inc in Q3 2023 and held it in 3 quarters.
  • Crestwood Advisors Group's Akoustis Technologies Inc position peaked at $84.3K in Q3 2023.
  • 91 funds tracked by Wall St. Rank held Akoustis Technologies Inc as of Q2 2024.

Based on Crestwood Advisors Group's 13F filing for Q2 2024, filed 1 Aug 2024.