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Roberts Wealth Advisors’s Akamai AKAM Stock Holding History

Roberts Wealth Advisors’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
Q3 		– Sell
-14,044
Closed -$1.3M – 96
2024
Q2 		$1.3M Sell
14,044
-1,551
-10% -$150K 0.44% 56
2024
Q1 		$1.59M Buy
15,595
+325
+2% +$37.5K 0.6% 53
2023
Q4 		$5.37M Sell
15,270
-93
-0.6% -$10.3K 0.84% 39
2023
Q3 		$1.65M Buy
15,363
+302
+2% +$30.1K 0.73% 50
2023
Q2 		$1.35M Sell
15,061
-145
-1% -$12.4K 0.6% 50
2023
Q1 		$1.18M Buy
15,206
+440
+3% +$35.6K 0.54% 52
2022
Q4 		$1.25M Buy
14,766
+374
+3% +$32.6K 0.61% 50
2022
Q3 		$1.22M Buy
14,392
+215
+2% +$19.6K 0.6% 49
2022
Q2 		$1.31M Buy
14,177
+237
+2% +$24.7K 0.57% 49
2022
Q1 		$1.68M Buy
13,940
+240
+2% +$26.9K 0.66% 45
2021
Q4 		$1.61M Buy
13,700
+304
+2% +$33.4K 0.58% 52
2021
Q3 		$1.4M Buy
+13,396
New +$1.53M 0.55% 54

Other funds holding AKAM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Roberts Wealth Advisors's AKAM Position: Q3 2024 in Review

Roberts Wealth Advisors sold out of Akamai (AKAM) in Q3 2024, closing a stake of 14,044 shares — an estimated $1.3M sold.

Roberts Wealth Advisors first reported a position in AKAM in Q3 2021 and held it in 12 quarters. The position peaked at $5.37M in Q4 2023. 687 funds tracked by Wall St. Rank hold AKAM as of Q3 2024.

  • Roberts Wealth Advisors reported no remaining Akamai position as of Q3 2024 after selling out during the quarter.
  • Roberts Wealth Advisors sold 14,044 Akamai shares in Q3 2024, an estimated $1.3M.
  • Roberts Wealth Advisors first reported a position in Akamai in Q3 2021 and held it in 12 quarters.
  • Roberts Wealth Advisors's Akamai position peaked at $5.37M in Q4 2023.
  • 687 funds tracked by Wall St. Rank held Akamai as of Q3 2024.

Based on Roberts Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.