IBEX Wealth Advisors’s Akamai AKAM Stock Holding History

IBEX Wealth Advisors’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 Q4	–	Sell	-89,127	Closed	-$6.71M	–	207
2024 Q3	$6.71M	Buy	89,127 +89,027	+89,027%	+$8.68M	1.84%	15
2024 Q2	$9.01K	Buy	+100	New	+$9.67K	﹤0.01%	233
2021 Q4	–	Sell	-50	Closed	-$5K	–	196
2021 Q3	$5K	Buy	+50	New	+$5.71K	﹤0.01%	389
2021 Q1	–	Sell	-21,907	Closed	-$2.3M	–	114
2020 Q4	$2.3M	Buy	21,907 +2,191	+11%	+$229K	0.6%	63
2020 Q3	$2.18M	Sell	19,716 -338	-2%	-$37.5K	0.63%	61
2020 Q2	$2.15M	Sell	20,054 -1,983	-9%	-$199K	0.69%	58
2020 Q1	$2.02M	Buy	22,037 +3,713	+20%	+$344K	0.78%	51
2019 Q4	$1.58M	Buy	18,324 +2,253	+14%	+$197K	0.49%	74
2019 Q3	$1.47M	Buy	16,071 +16,021	+32,042%	+$1.39M	0.49%	76
2019 Q2	$4K	Buy	+50	New	+$3.87K	﹤0.01%	358
2017 Q1	–	Sell	-50	Closed	-$3K	–	87
2016 Q4	$3K	Buy	+50	New	+$3.18K	﹤0.01%	410

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

Koshinski Asset Management

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Geode Capital Management

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

JP Morgan Chase

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

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Bank of America

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