SkyOak Wealth’s a.k.a. Brands AKA Stock Holding History

SkyOak Wealth’s Portfolio AKA Stock Details AKA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-2,599	Closed	-$13.6K	–	242
2023 Q3	$13.6K	Sell	2,599 -1,157	-31%	-$6.52K	﹤0.01%	235
2023 Q2	$19.4K	Sell	3,756 -1,051	-22%	-$5.13K	0.01%	240
2023 Q1	$31.4K	Sell	4,807 -318	-6%	-$4.82K	0.01%	245
2022 Q4	$78.1K	Sell	5,125 -512	-9%	-$10.2K	0.03%	214
2022 Q3	$98K	Sell	5,637 -1,144	-17%	-$29.4K	0.04%	205
2022 Q2	$225K	Buy	+6,781	New	+$298K	0.08%	181

Other funds holding AKA

Summit Partners Boston, Massachusetts $609M AUM 7.66% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

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

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

SkyOak Wealth's AKA Position: Q4 2023 in Review

SkyOak Wealth sold out of a.k.a. Brands (AKA) in Q4 2023, closing a stake of 2,599 shares — an estimated $13.6K sold.

SkyOak Wealth first reported a position in AKA in Q2 2022 and held it in 6 quarters. The position peaked at $225K in Q2 2022. 13 funds tracked by Wall St. Rank hold AKA as of Q4 2023.

SkyOak Wealth reported no remaining a.k.a. Brands position as of Q4 2023 after selling out during the quarter.
SkyOak Wealth sold 2,599 a.k.a. Brands shares in Q4 2023, an estimated $13.6K.
SkyOak Wealth first reported a position in a.k.a. Brands in Q2 2022 and held it in 6 quarters.
SkyOak Wealth's a.k.a. Brands position peaked at $225K in Q2 2022.
13 funds tracked by Wall St. Rank held a.k.a. Brands as of Q4 2023.

Based on SkyOak Wealth's 13F filing for Q4 2023, filed 12 Jan 2024.