Valeo Financial Advisors’s Akebia Therapeutics AKBA Stock Holding History

Valeo 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 Q4	–	Sell	-8,245	Closed	-$21K	–	1664
2020 Q3	$21K	Hold	8,245	–	–	﹤0.01%	905
2020 Q2	$112K	Buy	8,245 +800	+11%	+$8.28K	0.01%	473
2020 Q1	$52K	Buy	7,445 +1,745	+31%	+$13.6K	0.01%	595
2019 Q4	$36K	Hold	5,700	–	–	﹤0.01%	758
2019 Q3	$22K	Hold	5,700	–	–	﹤0.01%	819
2019 Q2	$28K	Hold	5,700	–	–	﹤0.01%	753
2019 Q1	$47K	Buy	5,700 +1,250	+28%	+$8.58K	0.01%	569
2018 Q4	$25K	Hold	4,450	–	–	﹤0.01%	641
2018 Q3	$33K	Hold	4,450	–	–	﹤0.01%	637
2018 Q2	$35K	Buy	4,450 +3,950	+790%	+$39.5K	﹤0.01%	620
2018 Q1	$5K	Hold	500	–	–	﹤0.01%	1109
2017 Q4	$7K	Buy	+500	New	+$8.29K	﹤0.01%	894

Other funds holding AKBA

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

AIM

Alerce Investment Management Chicago, Illinois $56.8M AUM 31.17% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Valeo Financial Advisors's AKBA Position: Q4 2020 in Review

Valeo Financial Advisors sold out of Akebia Therapeutics (AKBA) in Q4 2020, closing a stake of 8,245 shares — an estimated $21K sold.

Valeo Financial Advisors first reported a position in AKBA in Q4 2017 and held it in 12 quarters. The position peaked at $112K in Q2 2020. 143 funds tracked by Wall St. Rank hold AKBA as of Q4 2020.

Valeo Financial Advisors reported no remaining Akebia Therapeutics position as of Q4 2020 after selling out during the quarter.
Valeo Financial Advisors sold 8,245 Akebia Therapeutics shares in Q4 2020, an estimated $21K.
Valeo Financial Advisors first reported a position in Akebia Therapeutics in Q4 2017 and held it in 12 quarters.
Valeo Financial Advisors's Akebia Therapeutics position peaked at $112K in Q2 2020.
143 funds tracked by Wall St. Rank held Akebia Therapeutics as of Q4 2020.

Based on Valeo Financial Advisors's 13F filing for Q4 2020, filed 11 Feb 2021.