Planned Solutions’s Akamai AKAM Stock Holding History

Planned Solutions’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
2024 Q4	–	Sell	-310	Closed	-$31.3K	–	133
2024 Q3	$31.3K	Buy	+310	New	+$30.2K	0.01%	353
2024 Q1	–	Sell	-310	Closed	-$36.7K	–	114
2023 Q4	$36.7K	Buy	+310	New	+$34.5K	0.02%	316

Other funds holding AKAM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Planned Solutions's AKAM Position: Q4 2024 in Review

Planned Solutions sold out of Akamai (AKAM) in Q4 2024, closing a stake of 310 shares — an estimated $31.3K sold.

Planned Solutions first reported a position in AKAM in Q4 2023 and held it in 2 quarters. The position peaked at $36.7K in Q4 2023. 684 funds tracked by Wall St. Rank hold AKAM as of Q4 2024.

Planned Solutions reported no remaining Akamai position as of Q4 2024 after selling out during the quarter.
Planned Solutions sold 310 Akamai shares in Q4 2024, an estimated $31.3K.
Planned Solutions first reported a position in Akamai in Q4 2023 and held it in 2 quarters.
Planned Solutions's Akamai position peaked at $36.7K in Q4 2023.
684 funds tracked by Wall St. Rank held Akamai as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.