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Advocacy Wealth Management Services’s Steel Dynamics STLD Stock Holding History

Advocacy Wealth Management Services’s Portfolio STLD Stock Details STLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-23
Closed -$2K – 121
2022
Q3 		$2K Hold
23
– – ﹤0.01% 118
2022
Q2 		$2K Hold
23
– – ﹤0.01% 126
2022
Q1 		$2K Hold
23
– – ﹤0.01% 156
2021
Q4 		$1K Hold
23
– – ﹤0.01% 178
2021
Q3 		$1K Hold
23
– – ﹤0.01% 171
2021
Q2 		$1K Buy
+23
New +$1.35K ﹤0.01% 185

Other funds holding STLD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Royal London Asset Management
Royal London Asset Management United Kingdom $47.7B AUM 29.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Advocacy Wealth Management Services's STLD Position: Q4 2022 in Review

Advocacy Wealth Management Services sold out of Steel Dynamics (STLD) in Q4 2022, closing a stake of 23 shares — an estimated $2K sold.

Advocacy Wealth Management Services first reported a position in STLD in Q2 2021 and held it in 6 quarters. The position peaked at $2K in Q3 2022. 675 funds tracked by Wall St. Rank hold STLD as of Q4 2022.

  • Advocacy Wealth Management Services reported no remaining Steel Dynamics position as of Q4 2022 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 23 Steel Dynamics shares in Q4 2022, an estimated $2K.
  • Advocacy Wealth Management Services first reported a position in Steel Dynamics in Q2 2021 and held it in 6 quarters.
  • Advocacy Wealth Management Services's Steel Dynamics position peaked at $2K in Q3 2022.
  • 675 funds tracked by Wall St. Rank held Steel Dynamics as of Q4 2022.

Based on Advocacy Wealth Management Services's 13F filing for Q4 2022, filed 27 Jan 2023.