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Sequoia Financial Advisors’s XTI Aerospace XTIA Stock Holding History

Sequoia Financial Advisors’s Portfolio XTIA Stock Details XTIA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-50
Closed -$538 – 1478
2024
Q4 		$538 Buy
+50
New +$938 ﹤0.01% 1347

Other funds holding XTIA

AFM
Anson Funds Management Dallas, Texas $2.29B AUM 370.24% 1-Year Est. Return
SM
Sabby Management Miami Beach, Florida $45.1M AUM 74.25% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WAM
Warberg Asset Management Winnetka, Illinois $600M AUM 23.37% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PMIM
Prudent Man Investment Management Louisville, Colorado $293M AUM 17.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Sequoia Financial Advisors's XTIA Position: Q1 2025 in Review

Sequoia Financial Advisors sold out of XTI Aerospace (XTIA) in Q1 2025, closing a stake of 50 shares — an estimated $538 sold.

Sequoia Financial Advisors first reported a position in XTIA in Q4 2024 and held it in 1 quarter. The position peaked at $538 in Q4 2024. 20 funds tracked by Wall St. Rank hold XTIA as of Q1 2025.

  • Sequoia Financial Advisors reported no remaining XTI Aerospace position as of Q1 2025 after selling out during the quarter.
  • Sequoia Financial Advisors sold 50 XTI Aerospace shares in Q1 2025, an estimated $538.
  • Sequoia Financial Advisors first reported a position in XTI Aerospace in Q4 2024 and held it in 1 quarter.
  • Sequoia Financial Advisors's XTI Aerospace position peaked at $538 in Q4 2024.
  • 20 funds tracked by Wall St. Rank held XTI Aerospace as of Q1 2025.

Based on Sequoia Financial Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.