HWA
AKTS

Heritage Wealth Advisors’s Akoustis Technologies Inc AKTS Stock Holding History

Heritage 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
2023
Q4 		– Sell
-125
Closed -$94 – 597
2023
Q3 		$94 Hold
125
– – ﹤0.01% 506
2023
Q2 		$398 Hold
125
– – ﹤0.01% 530
2023
Q1 		$385 Hold
125
– – ﹤0.01% 548
2022
Q4 		$353 Hold
125
– – ﹤0.01% 539
2022
Q3 		$371 Hold
125
– – ﹤0.01% 512
2022
Q2 		$0 Hold
125
– – ﹤0.01% 589
2022
Q1 		$1K Hold
125
– – ﹤0.01% 524
2021
Q4 		$1K Hold
125
– – ﹤0.01% 534
2021
Q3 		$1.21K Hold
125
– – ﹤0.01% 508
2021
Q2 		$1.34K Buy
+125
New +$1.32K ﹤0.01% 522

Other funds holding AKTS

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SAM
Silverback Asset Management Chapel Hill, North Carolina $699M AUM 72.42% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HIM
Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SIG
Sargent Investment Group Bethesda, Maryland $759M AUM 28.58% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return

Heritage Wealth Advisors's AKTS Position: Q4 2023 in Review

Heritage Wealth Advisors sold out of Akoustis Technologies Inc (AKTS) in Q4 2023, closing a stake of 125 shares — an estimated $94 sold.

Heritage Wealth Advisors first reported a position in AKTS in Q2 2021 and held it in 10 quarters. The position peaked at $1.34K in Q2 2021. 111 funds tracked by Wall St. Rank hold AKTS as of Q4 2023.

  • Heritage Wealth Advisors reported no remaining Akoustis Technologies Inc position as of Q4 2023 after selling out during the quarter.
  • Heritage Wealth Advisors sold 125 Akoustis Technologies Inc shares in Q4 2023, an estimated $94.
  • Heritage Wealth Advisors first reported a position in Akoustis Technologies Inc in Q2 2021 and held it in 10 quarters.
  • Heritage Wealth Advisors's Akoustis Technologies Inc position peaked at $1.34K in Q2 2021.
  • 111 funds tracked by Wall St. Rank held Akoustis Technologies Inc as of Q4 2023.

Based on Heritage Wealth Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.