Ownership history in EverSource Wealth Advisors, LLC Β· 7 quarters on record
This page tracks every 13F SEC filing in which EverSource Wealth Advisors, LLC reported a position in AKEBIA THERAPEUTICS INC COM (AKBA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π EverSource Wealth Advisors, LLC outperformed the S&P 500 by +101.5% annually on this AKBA position. Timing score: 25% (1/4 decisions correct). Average cost basis: $2.44. Maximum drawdown during holding period: β74.3%.
π₯ Exceptional β beat the S&P 500 by 101.5% per year on this position.
6 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
1 of 4 add/trim decisions correct
Best entry: $1.92 (2025 Q1) Β· Worst: $3.64 (2025 Q2)
πͺ Held through 2 major drawdowns (>20%).
3 adds Β· 2 trims. Bought during 0 of 3 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.0% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size