Williams Jones Wealth Management’s Akamai AKAM Stock Holding History

Williams Jones Wealth Management’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
2024 Q1	–	Sell	-2,200	Closed	-$260K	–	550
2023 Q4	$260K	Hold	2,200	–	–	﹤0.01%	441
2023 Q3	$234K	Buy	+2,200	New	+$219K	﹤0.01%	459
2022 Q3	–	Sell	-2,500	Closed	-$228K	–	577
2022 Q2	$228K	Hold	2,500	–	–	﹤0.01%	507
2022 Q1	$298K	Hold	2,500	–	–	﹤0.01%	418
2021 Q4	$293K	Sell	2,500 -46	-2%	-$5.06K	﹤0.01%	401
2021 Q3	$266K	Sell	2,546 -3	-0.1%	-$343	﹤0.01%	417
2021 Q2	$297K	Buy	2,549 +306	+14%	+$34.1K	﹤0.01%	409
2021 Q1	$229K	Sell	2,243 -20	-0.9%	-$2.06K	﹤0.01%	437
2020 Q4	$238K	Sell	2,263 -1,380	-38%	-$144K	﹤0.01%	406
2020 Q3	$403K	Buy	3,643 +523	+17%	+$58.1K	0.01%	291
2020 Q2	$334K	Sell	3,120 -230	-7%	-$23.1K	0.01%	305
2020 Q1	$306K	Sell	3,350 -2,850	-46%	-$264K	0.01%	290
2019 Q4	$536K	Sell	6,200 -1,775	-22%	-$155K	0.01%	270
2019 Q3	$729K	Buy	+7,975	New	+$692K	0.02%	229

Other funds holding AKAM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Williams Jones Wealth Management's AKAM Position: Q1 2024 in Review

Williams Jones Wealth Management sold out of Akamai (AKAM) in Q1 2024, closing a stake of 2,200 shares — an estimated $260K sold.

Williams Jones Wealth Management first reported a position in AKAM in Q3 2019 and held it in 14 quarters. The position peaked at $729K in Q3 2019. 762 funds tracked by Wall St. Rank hold AKAM as of Q1 2024.

Williams Jones Wealth Management reported no remaining Akamai position as of Q1 2024 after selling out during the quarter.
Williams Jones Wealth Management sold 2,200 Akamai shares in Q1 2024, an estimated $260K.
Williams Jones Wealth Management first reported a position in Akamai in Q3 2019 and held it in 14 quarters.
Williams Jones Wealth Management's Akamai position peaked at $729K in Q3 2019.
762 funds tracked by Wall St. Rank held Akamai as of Q1 2024.

Based on Williams Jones Wealth Management's 13F filing for Q1 2024, filed 7 May 2024.