Planned Solutions’s Akebia Therapeutics AKBA Stock Holding History

Planned Solutions’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 Q1	–	Sell	-336	Closed	-$1K	–	70
2020 Q4	$1K	Buy	+336	New	+$981	﹤0.01%	445

Other funds holding AKBA

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Planned Solutions's AKBA Position: Q1 2021 in Review

Planned Solutions sold out of Akebia Therapeutics (AKBA) in Q1 2021, closing a stake of 336 shares — an estimated $1K sold.

Planned Solutions first reported a position in AKBA in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 145 funds tracked by Wall St. Rank hold AKBA as of Q1 2021.

Planned Solutions reported no remaining Akebia Therapeutics position as of Q1 2021 after selling out during the quarter.
Planned Solutions sold 336 Akebia Therapeutics shares in Q1 2021, an estimated $1K.
Planned Solutions first reported a position in Akebia Therapeutics in Q4 2020 and held it in 1 quarter.
Planned Solutions's Akebia Therapeutics position peaked at $1K in Q4 2020.
145 funds tracked by Wall St. Rank held Akebia Therapeutics as of Q1 2021.

Based on Planned Solutions's 13F filing for Q1 2021, filed 29 Apr 2021.