Halpern Financial’s Akebia Therapeutics AKBA Stock Holding History

Halpern Financial’s Portfolio AKBA Stock Details AKBA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-1	Closed	–	–	200
2022 Q3	$0	Buy	+1	New	–	﹤0.01%	218

Other funds holding AKBA

AIM

Alerce Investment Management Chicago, Illinois $56.8M AUM 31.17% 1-Year Est. Return

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

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

OCM

Ovata Capital Management Hong Kong $1.33B AUM 5.69% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Halpern Financial's AKBA Position: Q4 2022 in Review

Halpern Financial sold out of Akebia Therapeutics (AKBA) in Q4 2022, closing a stake of 1 share.

Halpern Financial first reported a position in AKBA in Q3 2022 and held it in 1 quarter. The position peaked at $0 in Q3 2022. 75 funds tracked by Wall St. Rank hold AKBA as of Q4 2022.

Halpern Financial reported no remaining Akebia Therapeutics position as of Q4 2022 after selling out during the quarter.
Halpern Financial sold 1 Akebia Therapeutics share in Q4 2022.
Halpern Financial first reported a position in Akebia Therapeutics in Q3 2022 and held it in 1 quarter.
Halpern Financial's Akebia Therapeutics position peaked at $0 in Q3 2022.
75 funds tracked by Wall St. Rank held Akebia Therapeutics as of Q4 2022.

Based on Halpern Financial's 13F filing for Q4 2022, filed 21 Sep 2023.