MBI
AKU

Montrusco Bolton Investments’s Akumin Inc AKU Stock Holding History

Montrusco Bolton Investments’s Portfolio AKU Stock Details AKU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-851,542
Closed -$2.72M – 67
2021
Q2 		$2.72M Sell
851,542
-1,410,134
-62% -$4.24M 0.08% 61
2021
Q1 		$8.35M Buy
2,261,676
+294,527
+15% +$992K 0.27% 56
2020
Q4 		$5.88M Buy
+1,967,149
New +$6.6M 0.26% 53

Other funds holding AKU

SCM
SCW Capital Management Dallas, Texas $44M AUM 39.16% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
FLAM
First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

Montrusco Bolton Investments's AKU Position: Q3 2021 in Review

Montrusco Bolton Investments sold out of Akumin Inc (AKU) in Q3 2021, closing a stake of 851,542 shares — an estimated $2.72M sold.

Montrusco Bolton Investments first reported a position in AKU in Q4 2020 and held it in 3 quarters. The position peaked at $8.35M in Q1 2021. 19 funds tracked by Wall St. Rank hold AKU as of Q3 2021.

  • Montrusco Bolton Investments reported no remaining Akumin Inc position as of Q3 2021 after selling out during the quarter.
  • Montrusco Bolton Investments sold 851,542 Akumin Inc shares in Q3 2021, an estimated $2.72M.
  • Montrusco Bolton Investments first reported a position in Akumin Inc in Q4 2020 and held it in 3 quarters.
  • Montrusco Bolton Investments's Akumin Inc position peaked at $8.35M in Q1 2021.
  • 19 funds tracked by Wall St. Rank held Akumin Inc as of Q3 2021.

Based on Montrusco Bolton Investments's 13F filing for Q3 2021, filed 12 Nov 2021.