SFP
AKTS

Sweet Financial Partners’s Akoustis Technologies Inc AKTS Stock Holding History

Sweet Financial Partners’s Portfolio AKTS Stock Details AKTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$1.72K Hold
19,226
– – ﹤0.01% 198
2024
Q2 		$2.53K Buy
19,226
+7,500
+64% +$2.82K ﹤0.01% 191
2024
Q1 		$6.93K Buy
11,726
+500
+4% +$323 ﹤0.01% 196
2023
Q4 		$9.36K Buy
+11,226
New +$7.55K ﹤0.01% 182

Other funds holding AKTS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TFCM
Taylor Frigon Capital Management Scottsdale, Arizona $214M AUM 47.29% 1-Year Est. Return
SAM
Silverback Asset Management Chapel Hill, North Carolina $699M AUM 72.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PCM
Perkins Capital Management Wayzata, Minnesota $133M AUM 127.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SIG
Sargent Investment Group Bethesda, Maryland $759M AUM 28.58% 1-Year Est. Return
WTG
West Tower Group Richmond, Virginia $32.1M AUM 33.19% 1-Year Est. Return

Sweet Financial Partners's AKTS Position: Q3 2024 in Review

Sweet Financial Partners held its Akoustis Technologies Inc (AKTS) position steady in Q3 2024 at 19,226 shares worth $1.72K. The position accounts for ﹤0.01% of the portfolio, ranked #198.

Sweet Financial Partners first reported a position in AKTS in Q4 2023 and has held it in 4 quarters since. The position peaked at $9.36K in Q4 2023. 77 funds tracked by Wall St. Rank hold AKTS as of Q3 2024.

  • Sweet Financial Partners held 19,226 shares of Akoustis Technologies Inc worth $1.72K as of Q3 2024.
  • Sweet Financial Partners left its Akoustis Technologies Inc share count unchanged in Q3 2024.
  • Akoustis Technologies Inc made up ﹤0.01% of Sweet Financial Partners's portfolio in Q3 2024, its #198 holding.
  • Sweet Financial Partners first reported a position in Akoustis Technologies Inc in Q4 2023 and has held it in 4 quarters since.
  • Sweet Financial Partners's Akoustis Technologies Inc position peaked at $9.36K in Q4 2023.
  • 77 funds tracked by Wall St. Rank held Akoustis Technologies Inc as of Q3 2024.

Based on Sweet Financial Partners's 13F filing for Q3 2024, filed 16 Oct 2024.