Herald Investment Management’s Akoustis Technologies Inc AKTS Stock Holding History

Herald Investment Management’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	-4,303,636	Closed	-$2.53M	–	98
2024 Q1	$2.53M	Buy	4,303,636 +3,000,000	+230%	+$1.94M	0.41%	58
2023 Q4	$1.09M	Hold	1,303,636	–	–	0.21%	83
2023 Q3	$982K	Hold	1,303,636	–	–	0.21%	85
2023 Q2	$4.12M	Hold	1,303,636	–	–	0.8%	34
2023 Q1	$4M	Buy	1,303,636 +675,000	+107%	+$2.36M	0.89%	32
2022 Q4	$1.77M	Hold	628,636	–	–	0.43%	64
2022 Q3	$1.87M	Hold	628,636	–	–	0.46%	64
2022 Q2	$2.33M	Hold	628,636	–	–	0.54%	61
2022 Q1	$4.08M	Hold	628,636	–	–	0.74%	39
2021 Q4	$4.19M	Hold	628,636	–	–	0.68%	45
2021 Q3	$6.1M	Hold	628,636	–	–	1%	32
2021 Q2	$6.73M	Hold	628,636	–	–	1.1%	29
2021 Q1	$8.36M	Hold	628,636	–	–	1.45%	21
2020 Q4	$7.69M	Hold	628,636	–	–	1.37%	24
2020 Q3	$5.13M	Hold	628,636	–	–	1.1%	26
2020 Q2	$5.2M	Hold	628,636	–	–	1.21%	23
2020 Q1	$3.33M	Hold	628,636	–	–	1.01%	30
2019 Q4	$5.03M	Buy	628,636 +50,000	+9%	+$391K	1.28%	22
2019 Q3	$4.47M	Hold	578,636	–	–	1.33%	22
2019 Q2	$3.71M	Hold	578,636	–	–	1.03%	25
2019 Q1	$3.36M	Hold	578,636	–	–	0.85%	32
2018 Q4	$2.88M	Hold	578,636	–	–	0.92%	30
2018 Q3	$4.57M	Hold	578,636	–	–	1.17%	25
2018 Q2	$4.2M	Hold	578,636	–	–	1.17%	26
2018 Q1	$3.37M	Hold	578,636	–	–	1.01%	27
2017 Q4	$3.61M	Buy	578,636 +63,636	+12%	+$400K	1.13%	26
2017 Q3	$3.35M	Buy	+515,000	New	+$3.58M	1.09%	30
2017 Q2	–	Sell	-515,000	Closed	-$6.49M	–	94
2017 Q1	$6.49M	Buy	+515,000	New	+$5.13M	2.38%	11

Other funds holding AKTS

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

Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return

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 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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Herald Investment Management's AKTS Position: Q2 2024 in Review

Herald Investment Management sold out of Akoustis Technologies Inc (AKTS) in Q2 2024, closing a stake of 4,303,636 shares — an estimated $2.53M sold.

Herald Investment Management first reported a position in AKTS in Q1 2017 and held it in 28 quarters. The position peaked at $8.36M in Q1 2021. 91 funds tracked by Wall St. Rank hold AKTS as of Q2 2024.

Herald Investment Management reported no remaining Akoustis Technologies Inc position as of Q2 2024 after selling out during the quarter.
Herald Investment Management sold 4,303,636 Akoustis Technologies Inc shares in Q2 2024, an estimated $2.53M.
Herald Investment Management first reported a position in Akoustis Technologies Inc in Q1 2017 and held it in 28 quarters.
Herald Investment Management's Akoustis Technologies Inc position peaked at $8.36M in Q1 2021.
91 funds tracked by Wall St. Rank held Akoustis Technologies Inc as of Q2 2024.

Based on Herald Investment Management's 13F filing for Q2 2024, filed 9 Aug 2024.