EWA
AKU

EverSource Wealth Advisors’s Akumin Inc AKU Stock Holding History

EverSource Wealth Advisors’s Portfolio AKU Stock Details AKU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-25,800
Closed -$3.76K – 2783
2023
Q3 		$3.76K Hold
25,800
– – ﹤0.01% 1812
2023
Q2 		$4.64K Buy
+25,800
New +$11.8K ﹤0.01% 1758

Other funds holding AKU

JC
JBF Capital Aspen, Colorado $676M AUM 24.74% 1-Year Est. Return
AIC
Archer Investment Corporation Carmel, Indiana $469M AUM 19.1% 1-Year Est. Return

EverSource Wealth Advisors's AKU Position: Q4 2023 in Review

EverSource Wealth Advisors sold out of Akumin Inc (AKU) in Q4 2023, closing a stake of 25,800 shares — an estimated $3.76K sold.

EverSource Wealth Advisors first reported a position in AKU in Q2 2023 and held it in 2 quarters. The position peaked at $4.64K in Q2 2023. 2 funds tracked by Wall St. Rank hold AKU as of Q4 2023.

  • EverSource Wealth Advisors reported no remaining Akumin Inc position as of Q4 2023 after selling out during the quarter.
  • EverSource Wealth Advisors sold 25,800 Akumin Inc shares in Q4 2023, an estimated $3.76K.
  • EverSource Wealth Advisors first reported a position in Akumin Inc in Q2 2023 and held it in 2 quarters.
  • EverSource Wealth Advisors's Akumin Inc position peaked at $4.64K in Q2 2023.
  • 2 funds tracked by Wall St. Rank held Akumin Inc as of Q4 2023.

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