AWM
AXIA

Avior Wealth Management’s AXIA Energia AXIA Stock Holding History

Avior Wealth Management’s Portfolio AXIA Stock Details AXIA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-765
Closed -$3.47K – 1184
2024
Q4 		$3.47K Hold
765
– – ﹤0.01% 1989
2024
Q3 		$4.38K Hold
765
– – ﹤0.01% 1820
2024
Q2 		$3.9K Hold
765
– – ﹤0.01% 1798
2024
Q1 		$5.06K Buy
+765
New +$5.19K ﹤0.01% 2077

Other funds holding AXIA

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Avior Wealth Management's AXIA Position: Q1 2025 in Review

Avior Wealth Management sold out of AXIA Energia (AXIA) in Q1 2025, closing a stake of 765 shares — an estimated $3.47K sold.

Avior Wealth Management first reported a position in AXIA in Q1 2024 and held it in 4 quarters. The position peaked at $5.06K in Q1 2024. 123 funds tracked by Wall St. Rank hold AXIA as of Q1 2025.

  • Avior Wealth Management reported no remaining AXIA Energia position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 765 AXIA Energia shares in Q1 2025, an estimated $3.47K.
  • Avior Wealth Management first reported a position in AXIA Energia in Q1 2024 and held it in 4 quarters.
  • Avior Wealth Management's AXIA Energia position peaked at $5.06K in Q1 2024.
  • 123 funds tracked by Wall St. Rank held AXIA Energia as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.