JP Morgan Private Wealth Advisors’s Akebia Therapeutics AKBA Stock Holding History

JP Morgan Private 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
2021 Q1	–	Sell	-17,237	Closed	-$48K	–	1744
2020 Q4	$48K	Sell	17,237 -4,530	-21%	-$13.2K	﹤0.01%	1691
2020 Q3	$55K	Sell	21,767 -826	-4%	-$7.25K	﹤0.01%	1572
2020 Q2	$307K	Buy	22,593 +85	+0.4%	+$879	﹤0.01%	1294
2020 Q1	$171K	Buy	22,508 +4,936	+28%	+$38.4K	﹤0.01%	1315
2019 Q4	$111K	Sell	17,572 -211	-1%	-$1K	﹤0.01%	1435
2019 Q3	$70K	Buy	17,783 +5,385	+43%	+$23.1K	﹤0.01%	1401
2019 Q2	$60K	Sell	12,398 -127	-1%	-$722	﹤0.01%	1350
2019 Q1	$103K	Buy	12,525 +204	+2%	+$1.4K	﹤0.01%	1413
2018 Q4	$68K	Buy	+12,321	New	+$96.4K	﹤0.01%	1413

Other funds holding AKBA

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

NCM

Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return

AIM

Alerce Investment Management Chicago, Illinois $56.8M AUM 31.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors's AKBA Position: Q1 2021 in Review

JP Morgan Private Wealth Advisors sold out of Akebia Therapeutics (AKBA) in Q1 2021, closing a stake of 17,237 shares — an estimated $48K sold.

JP Morgan Private Wealth Advisors first reported a position in AKBA in Q4 2018 and held it in 9 quarters. The position peaked at $307K in Q2 2020. 145 funds tracked by Wall St. Rank hold AKBA as of Q1 2021.

JP Morgan Private Wealth Advisors reported no remaining Akebia Therapeutics position as of Q1 2021 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 17,237 Akebia Therapeutics shares in Q1 2021, an estimated $48K.
JP Morgan Private Wealth Advisors first reported a position in Akebia Therapeutics in Q4 2018 and held it in 9 quarters.
JP Morgan Private Wealth Advisors's Akebia Therapeutics position peaked at $307K in Q2 2020.
145 funds tracked by Wall St. Rank held Akebia Therapeutics as of Q1 2021.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q1 2021, filed 14 May 2021.