HBK Sorce Advisory’s Akamai AKAM Stock Holding History

HBK Sorce Advisory’s Portfolio AKAM Stock Details AKAM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-2,888	Closed	-$314K	–	568
2024 Q1	$314K	Buy	2,888 +4	+0.1%	+$461	0.01%	438
2023 Q4	$341K	Buy	2,884 +5	+0.2%	+$556	0.01%	393
2023 Q3	$307K	Sell	2,879 -73	-2%	-$7.27K	0.01%	414
2023 Q2	$265K	Hold	2,952	–	–	0.01%	473
2023 Q1	$231K	Sell	2,952 -2,952	-50%	-$239K	0.01%	498
2022 Q4	$498K	Buy	5,904 +2,957	+100%	+$257K	0.01%	412
2022 Q3	$237K	Buy	+2,947	New	+$268K	0.02%	413
2022 Q2	–	Sell	-2,739	Closed	-$327K	–	468
2022 Q1	$327K	Sell	2,739 -208	-7%	-$23.3K	0.02%	383
2021 Q4	$345K	Hold	2,947	–	–	0.02%	415
2021 Q3	$308K	Sell	2,947 -1,204	-29%	-$138K	0.02%	431
2021 Q2	$484K	Hold	4,151	–	–	0.03%	324
2021 Q1	$423K	Sell	4,151 -443	-10%	-$45.7K	0.03%	333
2020 Q4	$482K	Buy	4,594 +1,265	+38%	+$132K	0.03%	278
2020 Q3	$368K	Buy	+3,329	New	+$370K	0.03%	314
2017 Q1	–	Sell	-3,225	Closed	-$212K	–	305
2016 Q4	$215K	Buy	+3,225	New	+$205K	0.04%	277
2015 Q4	–	Sell	-3,188	Closed	-$220K	–	218
2015 Q3	$220K	Buy	+3,188	New	+$230K	0.07%	175

Other funds holding AKAM

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Geode Capital Management

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return