Axxcess Wealth Management’s Steris STE Stock Holding History

Axxcess Wealth Management’s Portfolio STE Stock Details STE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-839	Closed	-$203K	–	927
2024 Q3	$203K	Buy	+839	New	+$196K	0.01%	836

Other funds holding STE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

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

Axxcess Wealth Management sold out of Steris (STE) in Q4 2024, closing a stake of 839 shares — an estimated $203K sold.

Axxcess Wealth Management first reported a position in STE in Q3 2024 and held it in 1 quarter. The position peaked at $203K in Q3 2024. 765 funds tracked by Wall St. Rank hold STE as of Q4 2024.

Axxcess Wealth Management reported no remaining Steris position as of Q4 2024 after selling out during the quarter.
Axxcess Wealth Management sold 839 Steris shares in Q4 2024, an estimated $203K.
Axxcess Wealth Management first reported a position in Steris in Q3 2024 and held it in 1 quarter.
Axxcess Wealth Management's Steris position peaked at $203K in Q3 2024.
765 funds tracked by Wall St. Rank held Steris as of Q4 2024.

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