WWP
AKTS

WR Wealth Planners’s Akoustis Technologies Inc AKTS Stock Holding History

WR Wealth Planners’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
2024
Q4 		– Sell
-32,100
Closed -$2.87K – 1199
2024
Q3 		$2.87K Sell
32,100
-2,500
-7% -$240 ﹤0.01% 831
2024
Q2 		$4.56K Sell
34,600
-1,500
-4% -$565 ﹤0.01% 735
2024
Q1 		$21.3K Hold
36,100
– – 0.01% 438
2023
Q4 		$30.1K Sell
36,100
-5,500
-13% -$3.7K 0.01% 182
2023
Q3 		$31.3K Hold
41,600
– – 0.01% 373
2023
Q2 		$132K Hold
41,600
– – 0.05% 212
2023
Q1 		$128K Buy
+41,600
New +$145K 0.06% 215

Other funds holding AKTS

XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
PCM
Perkins Capital Management Wayzata, Minnesota $133M AUM 127.86% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
TWM
Topsail Wealth Management Charlotte, North Carolina $678M AUM 13.87% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $4.15B AUM 31.09% 1-Year Est. Return
KCP
Kera Capital Partners San Jose, California $815M AUM 46.39% 1-Year Est. Return

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

WR Wealth Planners sold out of Akoustis Technologies Inc (AKTS) in Q4 2024, closing a stake of 32,100 shares — an estimated $2.87K sold.

WR Wealth Planners first reported a position in AKTS in Q1 2023 and held it in 7 quarters. The position peaked at $132K in Q2 2023. 9 funds tracked by Wall St. Rank hold AKTS as of Q4 2024.

  • WR Wealth Planners reported no remaining Akoustis Technologies Inc position as of Q4 2024 after selling out during the quarter.
  • WR Wealth Planners sold 32,100 Akoustis Technologies Inc shares in Q4 2024, an estimated $2.87K.
  • WR Wealth Planners first reported a position in Akoustis Technologies Inc in Q1 2023 and held it in 7 quarters.
  • WR Wealth Planners's Akoustis Technologies Inc position peaked at $132K in Q2 2023.
  • 9 funds tracked by Wall St. Rank held Akoustis Technologies Inc as of Q4 2024.

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