SIA
AXIA

Schechter Investment Advisors’s AXIA Energia AXIA Stock Holding History

Schechter Investment Advisors’s Portfolio AXIA Stock Details AXIA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-12,795
Closed -$73.3K – 676
2024
Q3 		$73.3K Buy
+12,795
New +$72.9K 0.01% 617
2024
Q2 		– Sell
-13,654
Closed -$90.3K – 661
2024
Q1 		$90.3K Buy
13,654
+317
+2% +$2.15K 0.01% 597
2023
Q4 		$91K Buy
13,337
+53
+0.4% +$325 0.01% 580
2023
Q3 		$76.9K Buy
+13,284
New +$78.9K 0.01% 570

Other funds holding AXIA

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Schechter Investment Advisors's AXIA Position: Q4 2024 in Review

Schechter Investment Advisors sold out of AXIA Energia (AXIA) in Q4 2024, closing a stake of 12,795 shares — an estimated $73.3K sold.

Schechter Investment Advisors first reported a position in AXIA in Q3 2023 and held it in 4 quarters. The position peaked at $91K in Q4 2023. 116 funds tracked by Wall St. Rank hold AXIA as of Q4 2024.

  • Schechter Investment Advisors reported no remaining AXIA Energia position as of Q4 2024 after selling out during the quarter.
  • Schechter Investment Advisors sold 12,795 AXIA Energia shares in Q4 2024, an estimated $73.3K.
  • Schechter Investment Advisors first reported a position in AXIA Energia in Q3 2023 and held it in 4 quarters.
  • Schechter Investment Advisors's AXIA Energia position peaked at $91K in Q4 2023.
  • 116 funds tracked by Wall St. Rank held AXIA Energia as of Q4 2024.

Based on Schechter Investment Advisors's 13F filing for Q4 2024, filed 6 Feb 2025.