YIA
AKLI

YHB Investment Advisors’s Akili Inc AKLI Stock Holding History

YHB Investment Advisors’s Portfolio AKLI Stock Details AKLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-24,730
Closed -$7.16K – 284
2024
Q1 		$7.16K Sell
24,730
-81,200
-77% -$25.3K ﹤0.01% 272
2023
Q4 		$51.6K Sell
105,930
-25,450
-19% -$11.7K 0.01% 263
2023
Q3 		$72.1K Sell
131,380
-5,750
-4% -$5.71K 0.01% 268
2023
Q2 		$152K Hold
137,130
– – 0.01% 280
2023
Q1 		$219K Buy
137,130
+20,700
+18% +$32.3K 0.02% 269
2022
Q4 		$130K Buy
116,430
+23,830
+26% +$41.9K 0.01% 282
2022
Q3 		$209K Buy
+92,600
New +$664K 0.02% 270

Other funds holding AKLI

SCG
Social Capital Group Menlo Park, California $5.16M AUM 66.85% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
BCM
Beryl Capital Management Redondo Beach, California $110M AUM 317.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
CFM
Comprehensive Financial Management Los Gatos, California $3.01B AUM 2.93% 1-Year Est. Return
TPC
Takeda Pharmaceutical Company Tokyo, Japan $16.4M AUM 195.92% 1-Year Est. Return
PCM
PenderFund Capital Management Vancouver, British Columbia, Canada $639M AUM 31.05% 1-Year Est. Return
WCM
Wildcat Capital Management New York $229M AUM 132.65% 1-Year Est. Return

YHB Investment Advisors's AKLI Position: Q2 2024 in Review

YHB Investment Advisors sold out of Akili Inc (AKLI) in Q2 2024, closing a stake of 24,730 shares — an estimated $7.16K sold.

YHB Investment Advisors first reported a position in AKLI in Q3 2022 and held it in 7 quarters. The position peaked at $219K in Q1 2023. 35 funds tracked by Wall St. Rank hold AKLI as of Q2 2024.

  • YHB Investment Advisors reported no remaining Akili Inc position as of Q2 2024 after selling out during the quarter.
  • YHB Investment Advisors sold 24,730 Akili Inc shares in Q2 2024, an estimated $7.16K.
  • YHB Investment Advisors first reported a position in Akili Inc in Q3 2022 and held it in 7 quarters.
  • YHB Investment Advisors's Akili Inc position peaked at $219K in Q1 2023.
  • 35 funds tracked by Wall St. Rank held Akili Inc as of Q2 2024.

Based on YHB Investment Advisors's 13F filing for Q2 2024, filed 1 Aug 2024.