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Visionary Wealth Advisors’s Akebia Therapeutics AKBA Stock Holding History

Visionary Wealth 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
2023
Q3 		– Sell
-14,819
Closed -$13.6K – 446
2023
Q2 		$13.6K Buy
+14,819
New +$14.3K ﹤0.01% 459

Other funds holding AKBA

AIM
Alerce Investment Management Chicago, Illinois $56.8M AUM 31.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Visionary Wealth Advisors's AKBA Position: Q3 2023 in Review

Visionary Wealth Advisors sold out of Akebia Therapeutics (AKBA) in Q3 2023, closing a stake of 14,819 shares — an estimated $13.6K sold.

Visionary Wealth Advisors first reported a position in AKBA in Q2 2023 and held it in 1 quarter. The position peaked at $13.6K in Q2 2023. 76 funds tracked by Wall St. Rank hold AKBA as of Q3 2023.

  • Visionary Wealth Advisors reported no remaining Akebia Therapeutics position as of Q3 2023 after selling out during the quarter.
  • Visionary Wealth Advisors sold 14,819 Akebia Therapeutics shares in Q3 2023, an estimated $13.6K.
  • Visionary Wealth Advisors first reported a position in Akebia Therapeutics in Q2 2023 and held it in 1 quarter.
  • Visionary Wealth Advisors's Akebia Therapeutics position peaked at $13.6K in Q2 2023.
  • 76 funds tracked by Wall St. Rank held Akebia Therapeutics as of Q3 2023.

Based on Visionary Wealth Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.