AFWM
X

Abich Financial Wealth Management’s US Steel X Stock Holding History

Abich Financial Wealth Management’s Portfolio X Stock Details X Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-67
Closed -$2.73K – 888
2024
Q1 		$2.73K Buy
67
+13
+24% +$595 ﹤0.01% 351
2023
Q4 		$2.63K Buy
+54
New +$1.96K ﹤0.01% 298

Other funds holding X

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
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
KL
KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Abich Financial Wealth Management's X Position: Q2 2024 in Review

Abich Financial Wealth Management sold out of US Steel (X) in Q2 2024, closing a stake of 67 shares — an estimated $2.73K sold.

Abich Financial Wealth Management first reported a position in X in Q4 2023 and held it in 2 quarters. The position peaked at $2.73K in Q1 2024. 468 funds tracked by Wall St. Rank hold X as of Q2 2024.

  • Abich Financial Wealth Management reported no remaining US Steel position as of Q2 2024 after selling out during the quarter.
  • Abich Financial Wealth Management sold 67 US Steel shares in Q2 2024, an estimated $2.73K.
  • Abich Financial Wealth Management first reported a position in US Steel in Q4 2023 and held it in 2 quarters.
  • Abich Financial Wealth Management's US Steel position peaked at $2.73K in Q1 2024.
  • 468 funds tracked by Wall St. Rank held US Steel as of Q2 2024.

Based on Abich Financial Wealth Management's 13F filing for Q2 2024, filed 14 Aug 2024.