Roffman Miller Associates’s Akili Inc AKLI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
-150
Closed -$167 167
2023
Q2
$167 Buy
+150
New +$193 ﹤0.01% 162

Other funds holding AKLI

Roffman Miller Associates's AKLI Position: Q3 2023 in Review

Roffman Miller Associates sold out of Akili Inc (AKLI) in Q3 2023, closing a stake of 150 shares — an estimated $167 sold.

Roffman Miller Associates first reported a position in AKLI in Q2 2023 and held it in 1 quarter. The position peaked at $167 in Q2 2023. 36 funds tracked by Wall St. Rank hold AKLI as of Q3 2023.

  • Roffman Miller Associates reported no remaining Akili Inc position as of Q3 2023 after selling out during the quarter.
  • Roffman Miller Associates sold 150 Akili Inc shares in Q3 2023, an estimated $167.
  • Roffman Miller Associates first reported a position in Akili Inc in Q2 2023 and held it in 1 quarter.
  • Roffman Miller Associates's Akili Inc position peaked at $167 in Q2 2023.
  • 36 funds tracked by Wall St. Rank held Akili Inc as of Q3 2023.

Based on Roffman Miller Associates's 13F filing for Q3 2023, filed 9 Nov 2023.