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WR Wealth Planners’s Akamai AKAM Stock Holding History

WR Wealth Planners’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
Q4 		$1.44K Hold
15
– – ﹤0.01% 893
2024
Q3 		$1.51K Buy
15
+4
+36% +$390 ﹤0.01% 935
2024
Q2 		$991 Hold
11
– – ﹤0.01% 954
2024
Q1 		$1.2K Buy
+11
New +$1.27K ﹤0.01% 949

Other funds holding AKAM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WR Wealth Planners's AKAM Position: Q4 2024 in Review

WR Wealth Planners held its Akamai (AKAM) position steady in Q4 2024 at 15 shares worth $1.44K. The position accounts for ﹤0.01% of the portfolio, ranked #893.

WR Wealth Planners first reported a position in AKAM in Q1 2024 and has held it in 4 quarters since. The position peaked at $1.51K in Q3 2024. 683 funds tracked by Wall St. Rank hold AKAM as of Q4 2024.

  • WR Wealth Planners held 15 shares of Akamai worth $1.44K as of Q4 2024.
  • WR Wealth Planners left its Akamai share count unchanged in Q4 2024.
  • Akamai made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #893 holding.
  • WR Wealth Planners first reported a position in Akamai in Q1 2024 and has held it in 4 quarters since.
  • WR Wealth Planners's Akamai position peaked at $1.51K in Q3 2024.
  • 683 funds tracked by Wall St. Rank held Akamai as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.