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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

IBEX Wealth Advisors's AKAM Position: Q4 2024 in Review

IBEX Wealth Advisors sold out of Akamai (AKAM) in Q4 2024, closing a stake of 89,127 shares — an estimated $6.71M sold.

IBEX Wealth Advisors first reported a position in AKAM in Q4 2016 and held it in 11 quarters. The position peaked at $6.71M in Q3 2024. 684 funds tracked by Wall St. Rank hold AKAM as of Q4 2024.

IBEX Wealth Advisors reported no remaining Akamai position as of Q4 2024 after selling out during the quarter.
IBEX Wealth Advisors sold 89,127 Akamai shares in Q4 2024, an estimated $6.71M.
IBEX Wealth Advisors first reported a position in Akamai in Q4 2016 and held it in 11 quarters.
IBEX Wealth Advisors's Akamai position peaked at $6.71M in Q3 2024.
684 funds tracked by Wall St. Rank held Akamai as of Q4 2024.

Based on IBEX Wealth Advisors's 13F filing for Q4 2024, filed 23 Jan 2025.