LWANC
AKTS

Laurel Wealth Advisors (North Carolina)’s Akoustis Technologies Inc AKTS Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
2022
Q3 		– Sell
-400
Closed -$1K – 619
2022
Q2 		$1K Hold
400
– – ﹤0.01% 621
2022
Q1 		$3K Hold
400
– – ﹤0.01% 567
2021
Q4 		$3K Hold
400
– – ﹤0.01% 565
2021
Q3 		$4K Hold
400
– – ﹤0.01% 525
2021
Q2 		$4K Hold
400
– – ﹤0.01% 587
2021
Q1 		$5K Buy
400
+200
+100% +$2.9K ﹤0.01% 516
2020
Q4 		$2K Buy
+200
New +$1.75K ﹤0.01% 558

Other funds holding AKTS

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ECP
Elemental Capital Partners San Francisco, California $476M AUM 638.26% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SAM
Silverback Asset Management Chapel Hill, North Carolina $699M AUM 72.42% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s AKTS Position: Q3 2022 in Review

Laurel Wealth Advisors (North Carolina) sold out of Akoustis Technologies Inc (AKTS) in Q3 2022, closing a stake of 400 shares — an estimated $1K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in AKTS in Q4 2020 and held it in 7 quarters. The position peaked at $5K in Q1 2021. 126 funds tracked by Wall St. Rank hold AKTS as of Q3 2022.

  • Laurel Wealth Advisors (North Carolina) reported no remaining Akoustis Technologies Inc position as of Q3 2022 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 400 Akoustis Technologies Inc shares in Q3 2022, an estimated $1K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Akoustis Technologies Inc in Q4 2020 and held it in 7 quarters.
  • Laurel Wealth Advisors (North Carolina)'s Akoustis Technologies Inc position peaked at $5K in Q1 2021.
  • 126 funds tracked by Wall St. Rank held Akoustis Technologies Inc as of Q3 2022.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q3 2022, filed 15 Nov 2022.