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Swaine & Leidel Wealth Services’s Akamai AKAM Stock Holding History

Swaine & Leidel Wealth Services’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
2019
Q4 		– Sell
-25,277
Closed -$2.75M – 63
2019
Q3 		$2.75M Sell
25,277
-140
-0.6% -$12.2K 2.48% 13
2019
Q2 		$2.48M Buy
25,417
+3,068
+14% +$237K 2.65% 7
2019
Q1 		$2.04M Buy
+22,349
New +$1.52M 2.58% 12

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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

Swaine & Leidel Wealth Services's AKAM Position: Q4 2019 in Review

Swaine & Leidel Wealth Services sold out of Akamai (AKAM) in Q4 2019, closing a stake of 25,277 shares — an estimated $2.75M sold.

Swaine & Leidel Wealth Services first reported a position in AKAM in Q1 2019 and held it in 3 quarters. The position peaked at $2.75M in Q3 2019. 656 funds tracked by Wall St. Rank hold AKAM as of Q4 2019.

  • Swaine & Leidel Wealth Services reported no remaining Akamai position as of Q4 2019 after selling out during the quarter.
  • Swaine & Leidel Wealth Services sold 25,277 Akamai shares in Q4 2019, an estimated $2.75M.
  • Swaine & Leidel Wealth Services first reported a position in Akamai in Q1 2019 and held it in 3 quarters.
  • Swaine & Leidel Wealth Services's Akamai position peaked at $2.75M in Q3 2019.
  • 656 funds tracked by Wall St. Rank held Akamai as of Q4 2019.

Based on Swaine & Leidel Wealth Services's 13F filing for Q4 2019, filed 11 Feb 2020.