Axxcess Wealth Management
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Axxcess Wealth Management’s Gerdau GGB Stock Holding History

Axxcess Wealth Management’s Portfolio GGB Stock Details GGB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-37,993
Closed -$133K – 888
2024
Q3 		$133K Sell
37,993
-32
-0.1% -$105 ﹤0.01% 861
2024
Q2 		$125K Buy
38,025
+14,456
+61% +$51.1K ﹤0.01% 815
2024
Q1 		$86.8K Hold
23,569
– – ﹤0.01% 851
2023
Q4 		$95.3K Sell
23,569
-1,211
-5% -$4.63K ﹤0.01% 812
2023
Q3 		$98.5K Sell
24,780
-308
-1% -$1.37K ﹤0.01% 774
2023
Q2 		$109K Buy
25,088
+118
+0.5% +$493 0.01% 571
2023
Q1 		$103K Buy
+24,970
New +$112K 0.01% 617

Other funds holding GGB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
CCM
Contrarian Capital Management Greenwich, Connecticut $306M AUM 23.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Axxcess Wealth Management's GGB Position: Q4 2024 in Review

Axxcess Wealth Management sold out of Gerdau (GGB) in Q4 2024, closing a stake of 37,993 shares — an estimated $133K sold.

Axxcess Wealth Management first reported a position in GGB in Q1 2023 and held it in 7 quarters. The position peaked at $133K in Q3 2024. 188 funds tracked by Wall St. Rank hold GGB as of Q4 2024.

  • Axxcess Wealth Management reported no remaining Gerdau position as of Q4 2024 after selling out during the quarter.
  • Axxcess Wealth Management sold 37,993 Gerdau shares in Q4 2024, an estimated $133K.
  • Axxcess Wealth Management first reported a position in Gerdau in Q1 2023 and held it in 7 quarters.
  • Axxcess Wealth Management's Gerdau position peaked at $133K in Q3 2024.
  • 188 funds tracked by Wall St. Rank held Gerdau as of Q4 2024.

Based on Axxcess Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.