VWA
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V Wealth Advisors’s Akamai AKAM Stock Holding History

V 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
Q1 		– Sell
-6,980
Closed -$588K – 380
2022
Q4 		$588K Sell
6,980
-770
-10% -$67K 0.12% 169
2022
Q3 		$623K Hold
7,750
– – 0.13% 164
2022
Q2 		$708K Hold
7,750
– – 0.13% 174
2022
Q1 		$925K Sell
7,750
-564
-7% -$63.3K 0.15% 160
2021
Q4 		$973K Sell
8,314
-275
-3% -$30.2K 0.14% 160
2021
Q3 		$899K Sell
8,589
-2,155
-20% -$246K 0.14% 164
2021
Q2 		$1.25M Buy
10,744
+84
+0.8% +$9.37K 0.2% 123
2021
Q1 		$1.09M Sell
10,660
-120
-1% -$12.4K 0.2% 124
2020
Q4 		$1.13M Buy
+10,780
New +$1.13M 0.23% 112
2020
Q3 		– Sell
-10,153
Closed -$1.09M – 175
2020
Q2 		$1.09M Buy
+10,153
New +$1.02M 0.28% 89

Other funds holding AKAM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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