VFA
AKTS

Valeo Financial Advisors’s Akoustis Technologies Inc AKTS Stock Holding History

Valeo Financial Advisors’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
2020
Q1 		– Sell
-1,000
Closed -$8K – 1948
2019
Q4 		$8K Buy
+1,000
New +$7.81K ﹤0.01% 1176
2019
Q3 		– Sell
-1,000
Closed -$6K – 1702
2019
Q2 		$6K Hold
1,000
– – ﹤0.01% 1176
2019
Q1 		$6K Hold
1,000
– – ﹤0.01% 1125
2018
Q4 		$5K Buy
+1,000
New +$5.14K ﹤0.01% 1103

Other funds holding AKTS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SAM
Silverback Asset Management Chapel Hill, North Carolina $699M AUM 72.42% 1-Year Est. Return
HIM
Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
RA
Rovida Advisors Fort Lauderdale, Florida $116M AUM 12.52% 1-Year Est. Return
NRC
North Run Capital Boston, Massachusetts $43.5M AUM 38.24% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Valeo Financial Advisors's AKTS Position: Q1 2020 in Review

Valeo Financial Advisors sold out of Akoustis Technologies Inc (AKTS) in Q1 2020, closing a stake of 1,000 shares — an estimated $8K sold.

Valeo Financial Advisors first reported a position in AKTS in Q4 2018 and held it in 4 quarters. The position peaked at $8K in Q4 2019. 93 funds tracked by Wall St. Rank hold AKTS as of Q1 2020.

  • Valeo Financial Advisors reported no remaining Akoustis Technologies Inc position as of Q1 2020 after selling out during the quarter.
  • Valeo Financial Advisors sold 1,000 Akoustis Technologies Inc shares in Q1 2020, an estimated $8K.
  • Valeo Financial Advisors first reported a position in Akoustis Technologies Inc in Q4 2018 and held it in 4 quarters.
  • Valeo Financial Advisors's Akoustis Technologies Inc position peaked at $8K in Q4 2019.
  • 93 funds tracked by Wall St. Rank held Akoustis Technologies Inc as of Q1 2020.

Based on Valeo Financial Advisors's 13F filing for Q1 2020, filed 13 Apr 2020.