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Icon Wealth Advisors’s Akebia Therapeutics AKBA Stock Holding History

Icon Wealth Advisors’s Portfolio AKBA Stock Details AKBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$173K Sell
300,600
-99,532
-25% -$31.2K 0.02% 313
2022
Q3 		$127K Buy
+400,132
New +$157K 0.02% 361

Other funds holding AKBA

AIM
Alerce Investment Management Chicago, Illinois $56.8M AUM 31.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
OCM
Ovata Capital Management Hong Kong $715M AUM 19.57% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Icon Wealth Advisors's AKBA Position: Q4 2022 in Review

Icon Wealth Advisors reduced its Akebia Therapeutics (AKBA) stake by 25% in Q4 2022, selling an estimated $31.2K and leaving 300,600 shares worth $173K. The position accounts for 0.02% of the portfolio, ranked #313.

Icon Wealth Advisors first reported a position in AKBA in Q3 2022 and has held it in 2 quarters since. 75 funds tracked by Wall St. Rank hold AKBA as of Q4 2022.

  • Icon Wealth Advisors held 300,600 shares of Akebia Therapeutics worth $173K as of Q4 2022.
  • Icon Wealth Advisors sold 99,532 Akebia Therapeutics shares in Q4 2022, an estimated $31.2K.
  • Akebia Therapeutics made up 0.02% of Icon Wealth Advisors's portfolio in Q4 2022, its #313 holding.
  • Icon Wealth Advisors first reported a position in Akebia Therapeutics in Q3 2022 and has held it in 2 quarters since.
  • 75 funds tracked by Wall St. Rank held Akebia Therapeutics as of Q4 2022.

Based on Icon Wealth Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.