WWM
AKTS

Willingdon Wealth Management’s Akoustis Technologies Inc AKTS Stock Holding History

Willingdon Wealth Management’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 		$44K Hold
8,210
– – 0.01% 153
2019
Q4 		$66K Hold
8,210
– – 0.01% 162
2019
Q3 		$64K Hold
8,210
– – 0.01% 161
2019
Q2 		$53K Buy
8,210
+7,810
+1,953% +$53.4K 0.01% 166
2019
Q1 		$2K Buy
+400
New +$2.62K ﹤0.01% 320

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

Willingdon Wealth Management's AKTS Position: Q1 2020 in Review

Willingdon Wealth Management held its Akoustis Technologies Inc (AKTS) position steady in Q1 2020 at 8,210 shares worth $44K. The position accounts for 0.01% of the portfolio, ranked #153.

Willingdon Wealth Management first reported a position in AKTS in Q1 2019 and has held it in 5 quarters since. The position peaked at $66K in Q4 2019. 93 funds tracked by Wall St. Rank hold AKTS as of Q1 2020.

  • Willingdon Wealth Management held 8,210 shares of Akoustis Technologies Inc worth $44K as of Q1 2020.
  • Willingdon Wealth Management left its Akoustis Technologies Inc share count unchanged in Q1 2020.
  • Akoustis Technologies Inc made up 0.01% of Willingdon Wealth Management's portfolio in Q1 2020, its #153 holding.
  • Willingdon Wealth Management first reported a position in Akoustis Technologies Inc in Q1 2019 and has held it in 5 quarters since.
  • Willingdon Wealth Management's Akoustis Technologies Inc position peaked at $66K in Q4 2019.
  • 93 funds tracked by Wall St. Rank held Akoustis Technologies Inc as of Q1 2020.

Based on Willingdon Wealth Management's 13F filing for Q1 2020, filed 21 Apr 2020.