Accel Wealth Management’s US Steel X Stock Holding History

Accel 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
2023 Q1	–	Sell	-303	Closed	-$7.6K	–	1271
2022 Q4	$7.6K	Hold	303	–	–	﹤0.01%	764
2022 Q3	$6K	Buy	303 +1	+0.3%	+$21	﹤0.01%	828
2022 Q2	$5K	Hold	302	–	–	﹤0.01%	818
2022 Q1	$11K	Buy	302 +1	+0.3%	+$27	0.01%	699
2021 Q4	$7K	Buy	301 +1	+0.3%	+$24	﹤0.01%	772
2021 Q3	$7K	Hold	300	–	–	﹤0.01%	708
2021 Q2	$7K	Hold	300	–	–	﹤0.01%	754
2021 Q1	$8K	Hold	300	–	–	0.01%	694
2020 Q4	$5K	Buy	+300	New	+$3.73K	﹤0.01%	718

Other funds holding X

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

SPC

Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

Accel Wealth Management's X Position: Q1 2023 in Review

Accel Wealth Management sold out of US Steel (X) in Q1 2023, closing a stake of 303 shares — an estimated $7.6K sold.

Accel Wealth Management first reported a position in X in Q4 2020 and held it in 9 quarters. The position peaked at $11K in Q1 2022. 442 funds tracked by Wall St. Rank hold X as of Q1 2023.

Accel Wealth Management reported no remaining US Steel position as of Q1 2023 after selling out during the quarter.
Accel Wealth Management sold 303 US Steel shares in Q1 2023, an estimated $7.6K.
Accel Wealth Management first reported a position in US Steel in Q4 2020 and held it in 9 quarters.
Accel Wealth Management's US Steel position peaked at $11K in Q1 2022.
442 funds tracked by Wall St. Rank held US Steel as of Q1 2023.

Based on Accel Wealth Management's 13F filing for Q1 2023, filed 20 Apr 2023.