IFAM
AZIO

Institutional & Family Asset Management’s Azio AI Holdings AZIO Stock Holding History

Institutional & Family Asset Management’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
Q2 		$18.1K Hold
950
– – ﹤0.01% 349
2024
Q1 		$25.6K Buy
+950
New +$19.5K ﹤0.01% 306

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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Institutional & Family Asset Management's AZIO Position: Q2 2024 in Review

Institutional & Family Asset Management held its Azio AI Holdings (AZIO) position steady in Q2 2024 at 950 shares worth $18.1K. The position accounts for ﹤0.01% of the portfolio, ranked #349.

Institutional & Family Asset Management first reported a position in AZIO in Q1 2024 and has held it in 2 quarters since. The position peaked at $25.6K in Q1 2024. 20 funds tracked by Wall St. Rank hold AZIO as of Q2 2024.

  • Institutional & Family Asset Management held 950 shares of Azio AI Holdings worth $18.1K as of Q2 2024.
  • Institutional & Family Asset Management left its Azio AI Holdings share count unchanged in Q2 2024.
  • Azio AI Holdings made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #349 holding.
  • Institutional & Family Asset Management first reported a position in Azio AI Holdings in Q1 2024 and has held it in 2 quarters since.
  • Institutional & Family Asset Management's Azio AI Holdings position peaked at $25.6K in Q1 2024.
  • 20 funds tracked by Wall St. Rank held Azio AI Holdings as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.