NewEdge Advisors’s a.k.a. Brands AKA Stock Holding History

NewEdge Advisors’s Portfolio AKA Stock Details AKA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-305	Closed	-$4.65K	–	3807
2024 Q2	$4.65K	Buy	+305	New	+$4.86K	﹤0.01%	3117

Other funds holding AKA

Summit Partners Boston, Massachusetts $609M AUM 7.66% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

NewEdge Advisors's AKA Position: Q3 2024 in Review

NewEdge Advisors sold out of a.k.a. Brands (AKA) in Q3 2024, closing a stake of 305 shares — an estimated $4.65K sold.

NewEdge Advisors first reported a position in AKA in Q2 2024 and held it in 1 quarter. The position peaked at $4.65K in Q2 2024. 28 funds tracked by Wall St. Rank hold AKA as of Q3 2024.

NewEdge Advisors reported no remaining a.k.a. Brands position as of Q3 2024 after selling out during the quarter.
NewEdge Advisors sold 305 a.k.a. Brands shares in Q3 2024, an estimated $4.65K.
NewEdge Advisors first reported a position in a.k.a. Brands in Q2 2024 and held it in 1 quarter.
NewEdge Advisors's a.k.a. Brands position peaked at $4.65K in Q2 2024.
28 funds tracked by Wall St. Rank held a.k.a. Brands as of Q3 2024.

Based on NewEdge Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.