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Oxford Financial Group’s Akebia Therapeutics AKBA Stock Holding History

Oxford Financial Group’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
Q4 		– Sell
-19,006
Closed -$55K – 270
2021
Q3 		$55K Hold
19,006
– – 0.01% 212
2021
Q2 		$72K Hold
19,006
– – 0.01% 195
2021
Q1 		$64K Hold
19,006
– – 0.01% 186
2020
Q4 		$53K Hold
19,006
– – 0.01% 185
2020
Q3 		$48K Hold
19,006
– – 0.01% 171
2020
Q2 		$258K Hold
19,006
– – 0.04% 140
2020
Q1 		$144K Buy
+19,006
New +$148K 0.03% 158

Other funds holding AKBA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 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
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Oxford Financial Group's AKBA Position: Q4 2021 in Review

Oxford Financial Group sold out of Akebia Therapeutics (AKBA) in Q4 2021, closing a stake of 19,006 shares — an estimated $55K sold.

Oxford Financial Group first reported a position in AKBA in Q1 2020 and held it in 7 quarters. The position peaked at $258K in Q2 2020. 133 funds tracked by Wall St. Rank hold AKBA as of Q4 2021.

  • Oxford Financial Group reported no remaining Akebia Therapeutics position as of Q4 2021 after selling out during the quarter.
  • Oxford Financial Group sold 19,006 Akebia Therapeutics shares in Q4 2021, an estimated $55K.
  • Oxford Financial Group first reported a position in Akebia Therapeutics in Q1 2020 and held it in 7 quarters.
  • Oxford Financial Group's Akebia Therapeutics position peaked at $258K in Q2 2020.
  • 133 funds tracked by Wall St. Rank held Akebia Therapeutics as of Q4 2021.

Based on Oxford Financial Group's 13F filing for Q4 2021, filed 10 Feb 2022.