Ropes Wealth Advisors’s Akamai AKAM Stock Holding History

Ropes 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
2023 Q3	$3.99M	Sell	37,449 -215	-0.6%	-$21.4K	0.77%	34
2023 Q2	$3.38M	Sell	37,664 -3	-0%	-$257	0.56%	46
2023 Q1	$2.95M	Buy	37,667 +12	+0%	+$972	0.53%	46
2022 Q4	$3.17M	Buy	37,655 +66	+0.2%	+$5.75K	0.57%	42
2022 Q3	$3.02M	Hold	37,589	–	–	0.63%	41
2022 Q2	$3.43M	Hold	37,589	–	–	0.71%	31
2022 Q1	$4.49M	Buy	+37,589	New	+$4.22M	0.77%	28
2021 Q1	–	Sell	-305	Closed	-$32K	–	265
2020 Q4	$32K	Buy	305 +37	+14%	+$3.87K	0.01%	434
2020 Q3	$30K	Hold	268	–	–	0.01%	384
2020 Q2	$29K	Hold	268	–	–	0.01%	361
2020 Q1	$25K	Hold	268	–	–	0.01%	345
2019 Q4	$23K	Hold	268	–	–	0.01%	403
2019 Q3	$24K	Buy	+268	New	+$23.3K	0.01%	411
2018 Q4	–	Sell	-100	Closed	-$7K	–	497
2018 Q3	$7K	Hold	100	–	–	﹤0.01%	475
2018 Q2	$7K	Hold	100	–	–	﹤0.01%	484
2018 Q1	$7K	Hold	100	–	–	﹤0.01%	474
2017 Q4	$7K	Hold	100	–	–	﹤0.01%	564
2017 Q3	$5K	Hold	100	–	–	﹤0.01%	588
2017 Q2	$5K	Hold	100	–	–	﹤0.01%	479
2017 Q1	$6K	Hold	100	–	–	﹤0.01%	465
2016 Q4	$7K	Hold	100	–	–	﹤0.01%	455
2016 Q3	$5K	Hold	100	–	–	﹤0.01%	429
2016 Q2	$6K	Sell	100 -85	-46%	-$4.47K	﹤0.01%	386
2016 Q1	$10K	Buy	185 +85	+85%	+$4.32K	﹤0.01%	329
2015 Q4	$5K	Hold	100	–	–	﹤0.01%	362
2015 Q3	$7K	Sell	100 -415	-81%	-$29.9K	﹤0.01%	354
2015 Q2	$36K	Sell	515 -100	-16%	-$7.42K	0.02%	207
2015 Q1	$44K	Buy	+615	New	+$40.7K	0.02%	200

Other funds holding AKAM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Ropes Wealth Advisors's AKAM Position: Q3 2023 in Review

Ropes Wealth Advisors reduced its Akamai (AKAM) stake by 0.57% in Q3 2023, selling an estimated $21.4K and leaving 37,449 shares worth $3.99M. The position accounts for 0.77% of the portfolio, ranked #34.

Ropes Wealth Advisors first reported a position in AKAM in Q1 2015 and has held it in 28 quarters since. The position peaked at $4.49M in Q1 2022. 679 funds tracked by Wall St. Rank hold AKAM as of Q3 2023.

Ropes Wealth Advisors held 37,449 shares of Akamai worth $3.99M as of Q3 2023.
Ropes Wealth Advisors sold 215 Akamai shares in Q3 2023, an estimated $21.4K.
Akamai made up 0.77% of Ropes Wealth Advisors's portfolio in Q3 2023, its #34 holding.
Ropes Wealth Advisors first reported a position in Akamai in Q1 2015 and has held it in 28 quarters since.
Ropes Wealth Advisors's Akamai position peaked at $4.49M in Q1 2022.
679 funds tracked by Wall St. Rank held Akamai as of Q3 2023.

Based on Ropes Wealth Advisors's 13F filing for Q3 2023, filed 19 Oct 2023.