IA
AZIO

IFP Advisors’s Azio AI Holdings AZIO Stock Holding History

IFP Advisors’s Portfolio AZIO Stock Details AZIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-475
Closed -$8.55K – 4614
2024
Q3 		$8.55K Hold
475
– – ﹤0.01% 2485
2024
Q2 		$9.07K Hold
475
– – ﹤0.01% 2370
2024
Q1 		$12.8K Buy
+475
New +$9.77K ﹤0.01% 2151

Other funds holding AZIO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
GSC
Ground Swell Capital Folly Beach, South Carolina $92.6M AUM 41.64% 1-Year Est. Return
PW
Potentia Wealth San Jose, California $244M AUM 23.19% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return
CSC
Caldwell Sutter Capital Sausalito, California $265M AUM 30.15% 1-Year Est. Return

IFP Advisors's AZIO Position: Q4 2024 in Review

IFP Advisors sold out of Azio AI Holdings (AZIO) in Q4 2024, closing a stake of 475 shares — an estimated $8.55K sold.

IFP Advisors first reported a position in AZIO in Q1 2024 and held it in 3 quarters. The position peaked at $12.8K in Q1 2024. 21 funds tracked by Wall St. Rank hold AZIO as of Q4 2024.

  • IFP Advisors reported no remaining Azio AI Holdings position as of Q4 2024 after selling out during the quarter.
  • IFP Advisors sold 475 Azio AI Holdings shares in Q4 2024, an estimated $8.55K.
  • IFP Advisors first reported a position in Azio AI Holdings in Q1 2024 and held it in 3 quarters.
  • IFP Advisors's Azio AI Holdings position peaked at $12.8K in Q1 2024.
  • 21 funds tracked by Wall St. Rank held Azio AI Holdings as of Q4 2024.

Based on IFP Advisors's 13F filing for Q4 2024, filed 4 Feb 2025.