FRG Family Wealth Advisors’s Akoustis Technologies Inc AKTS Stock Holding History

FRG Family Wealth Advisors’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	-346,697	Closed	-$31K	–	150
2024 Q3	$31K	Hold	346,697	–	–	0.01%	147
2024 Q2	$31.4K	Hold	346,697	–	–	0.01%	138
2024 Q1	$204K	Hold	346,697	–	–	0.04%	136
2023 Q4	$289K	Sell	346,697 -473	-0.1%	-$318	0.06%	123
2023 Q3	$261K	Hold	347,170	–	–	0.06%	126
2023 Q2	$1.1M	Hold	347,170	–	–	0.24%	67
2023 Q1	$1.07M	Hold	347,170	–	–	0.24%	70
2022 Q4	$979K	Sell	347,170 -200	-0.1%	-$628	0.23%	79
2022 Q3	$1.03M	Hold	347,370	–	–	0.25%	65
2022 Q2	$1.28M	Buy	347,370 +260,000	+298%	+$1.15M	0.3%	60
2022 Q1	$568K	Hold	87,370	–	–	0.11%	101
2021 Q4	$584K	Hold	87,370	–	–	0.11%	96
2021 Q3	$847K	Sell	87,370 -142	-0.2%	-$1.36K	0.17%	82
2021 Q2	$937K	Hold	87,512	–	–	0.18%	80
2021 Q1	$1.17M	Buy	87,512 +67	+0.1%	+$973	0.24%	63
2020 Q4	$1.07M	Hold	87,445	–	–	0.23%	67
2020 Q3	$714K	Hold	87,445	–	–	0.17%	82
2020 Q2	$725K	Hold	87,445	–	–	0.19%	80
2020 Q1	$470K	Hold	87,445	–	–	0.14%	88
2019 Q4	$700K	Sell	87,445 -85	-0.1%	-$664	0.17%	84
2019 Q3	$678K	Hold	87,530	–	–	0.17%	83
2019 Q2	$560K	Buy	+87,530	New	+$598K	0.15%	89

Other funds holding AKTS

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

Chicago Capital Chicago, Illinois $4.15B AUM 31.09% 1-Year Est. Return

KCP

Kera Capital Partners San Jose, California $815M AUM 46.39% 1-Year Est. Return

FRG Family Wealth Advisors's AKTS Position: Q4 2024 in Review

FRG Family Wealth Advisors sold out of Akoustis Technologies Inc (AKTS) in Q4 2024, closing a stake of 346,697 shares — an estimated $31K sold.

FRG Family Wealth Advisors first reported a position in AKTS in Q2 2019 and held it in 22 quarters. The position peaked at $1.28M in Q2 2022. 9 funds tracked by Wall St. Rank hold AKTS as of Q4 2024.

FRG Family Wealth Advisors reported no remaining Akoustis Technologies Inc position as of Q4 2024 after selling out during the quarter.
FRG Family Wealth Advisors sold 346,697 Akoustis Technologies Inc shares in Q4 2024, an estimated $31K.
FRG Family Wealth Advisors first reported a position in Akoustis Technologies Inc in Q2 2019 and held it in 22 quarters.
FRG Family Wealth Advisors's Akoustis Technologies Inc position peaked at $1.28M in Q2 2022.
9 funds tracked by Wall St. Rank held Akoustis Technologies Inc as of Q4 2024.

Based on FRG Family Wealth Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.