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Souders Financial Advisors’s Akebia Therapeutics AKBA Stock Holding History

Souders Financial Advisors’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
2020
Q3 		– Sell
-46,631
Closed -$633K – 109
2020
Q2 		$633K Sell
46,631
-11,904
-20% -$123K 0.36% 62
2020
Q1 		$444K Buy
+58,535
New +$455K 0.39% 59

Other funds holding AKBA

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
APM
Avidity Partners Management Dallas, Texas $936M AUM 195% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Souders Financial Advisors's AKBA Position: Q3 2020 in Review

Souders Financial Advisors sold out of Akebia Therapeutics (AKBA) in Q3 2020, closing a stake of 46,631 shares — an estimated $633K sold.

Souders Financial Advisors first reported a position in AKBA in Q1 2020 and held it in 2 quarters. The position peaked at $633K in Q2 2020. 164 funds tracked by Wall St. Rank hold AKBA as of Q3 2020.

  • Souders Financial Advisors reported no remaining Akebia Therapeutics position as of Q3 2020 after selling out during the quarter.
  • Souders Financial Advisors sold 46,631 Akebia Therapeutics shares in Q3 2020, an estimated $633K.
  • Souders Financial Advisors first reported a position in Akebia Therapeutics in Q1 2020 and held it in 2 quarters.
  • Souders Financial Advisors's Akebia Therapeutics position peaked at $633K in Q2 2020.
  • 164 funds tracked by Wall St. Rank held Akebia Therapeutics as of Q3 2020.

Based on Souders Financial Advisors's 13F filing for Q3 2020, filed 12 Nov 2020.