IAA
AKTS

Independent Advisor Alliance’s Akoustis Technologies Inc AKTS Stock Holding History

Independent Advisor Alliance’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
-17,048
Closed -$10.1K – 757
2024
Q1 		$10.1K Buy
17,048
+3,500
+26% +$2.26K ﹤0.01% 700
2023
Q4 		$11.3K Buy
13,548
+2,300
+20% +$1.55K ﹤0.01% 674
2023
Q3 		$8.47K Buy
+11,248
New +$20.8K ﹤0.01% 648

Other funds holding AKTS

Vanguard Group
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
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
BlackRock
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
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
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Independent Advisor Alliance's AKTS Position: Q2 2024 in Review

Independent Advisor Alliance sold out of Akoustis Technologies Inc (AKTS) in Q2 2024, closing a stake of 17,048 shares — an estimated $10.1K sold.

Independent Advisor Alliance first reported a position in AKTS in Q3 2023 and held it in 3 quarters. The position peaked at $11.3K in Q4 2023. 91 funds tracked by Wall St. Rank hold AKTS as of Q2 2024.

  • Independent Advisor Alliance reported no remaining Akoustis Technologies Inc position as of Q2 2024 after selling out during the quarter.
  • Independent Advisor Alliance sold 17,048 Akoustis Technologies Inc shares in Q2 2024, an estimated $10.1K.
  • Independent Advisor Alliance first reported a position in Akoustis Technologies Inc in Q3 2023 and held it in 3 quarters.
  • Independent Advisor Alliance's Akoustis Technologies Inc position peaked at $11.3K in Q4 2023.
  • 91 funds tracked by Wall St. Rank held Akoustis Technologies Inc as of Q2 2024.

Based on Independent Advisor Alliance's 13F filing for Q2 2024, filed 12 Aug 2024.