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Axxcess Wealth Management’s Sterling Infrastructure STRL Stock Holding History

Axxcess Wealth Management’s Portfolio STRL Stock Details STRL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,743
Closed -$294K – 930
2024
Q4 		$294K Buy
1,743
+158
+10% +$27.3K 0.01% 676
2024
Q3 		$230K Buy
+1,585
New +$188K 0.01% 792

Other funds holding STRL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Axxcess Wealth Management's STRL Position: Q1 2025 in Review

Axxcess Wealth Management sold out of Sterling Infrastructure (STRL) in Q1 2025, closing a stake of 1,743 shares — an estimated $294K sold.

Axxcess Wealth Management first reported a position in STRL in Q3 2024 and held it in 2 quarters. The position peaked at $294K in Q4 2024. 435 funds tracked by Wall St. Rank hold STRL as of Q1 2025.

  • Axxcess Wealth Management reported no remaining Sterling Infrastructure position as of Q1 2025 after selling out during the quarter.
  • Axxcess Wealth Management sold 1,743 Sterling Infrastructure shares in Q1 2025, an estimated $294K.
  • Axxcess Wealth Management first reported a position in Sterling Infrastructure in Q3 2024 and held it in 2 quarters.
  • Axxcess Wealth Management's Sterling Infrastructure position peaked at $294K in Q4 2024.
  • 435 funds tracked by Wall St. Rank held Sterling Infrastructure as of Q1 2025.

Based on Axxcess Wealth Management's 13F filing for Q1 2025, filed 30 Apr 2025.