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Lucia Wealth Services’s Akamai AKAM Stock Holding History

Lucia Wealth Services’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
2020
Q3 		$1.8M Buy
16,298
+5,185
+47% +$576K 0.42% 47
2020
Q2 		$1.19M Buy
11,113
+763
+7% +$76.7K 0.31% 51
2020
Q1 		$947K Sell
10,350
-3,245
-24% -$301K 0.31% 54
2019
Q4 		$1.17M Sell
13,595
-1,121
-8% -$98K 0.36% 60
2019
Q3 		$1.34M Sell
14,716
-2,035
-12% -$177K 0.45% 46
2019
Q2 		$1.34M Sell
16,751
-3,191
-16% -$247K 0.46% 45
2019
Q1 		$1.43M Buy
+19,942
New +$1.35M 0.49% 46

Other funds holding AKAM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lucia Wealth Services's AKAM Position: Q3 2020 in Review

Lucia Wealth Services increased its Akamai (AKAM) stake by 47% in Q3 2020, buying an estimated $576K and bringing the position to 16,298 shares worth $1.8M. The position accounts for 0.42% of the portfolio, ranked #47.

Lucia Wealth Services first reported a position in AKAM in Q1 2019 and has held it in 7 quarters since. 783 funds tracked by Wall St. Rank hold AKAM as of Q3 2020.

  • Lucia Wealth Services held 16,298 shares of Akamai worth $1.8M as of Q3 2020.
  • Lucia Wealth Services bought 5,185 Akamai shares in Q3 2020, an estimated $576K.
  • Akamai made up 0.42% of Lucia Wealth Services's portfolio in Q3 2020, its #47 holding.
  • Lucia Wealth Services first reported a position in Akamai in Q1 2019 and has held it in 7 quarters since.
  • 783 funds tracked by Wall St. Rank held Akamai as of Q3 2020.

Based on Lucia Wealth Services's 13F filing for Q3 2020, filed 9 Nov 2020.