AWM
X

AE Wealth Management’s US Steel X Stock Holding History

AE 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
Q1 		– Sell
-12,970
Closed -$627K – 2016
2023
Q4 		$627K Sell
12,970
-1,229
-9% -$44.7K ﹤0.01% 1328
2023
Q3 		$461K Sell
14,199
-9,106
-39% -$255K ﹤0.01% 1422
2023
Q2 		$583K Buy
23,305
+5,741
+33% +$134K ﹤0.01% 1308
2023
Q1 		$458K Buy
+17,564
New +$488K ﹤0.01% 1387
2022
Q4 		– Sell
-10,366
Closed -$188K – 1928
2022
Q3 		$188K Buy
10,366
+366
+4% +$7.83K ﹤0.01% 1615
2022
Q2 		$179K Sell
10,000
-72,951
-88% -$1.99M ﹤0.01% 1609
2022
Q1 		$3.13M Buy
82,951
+69,252
+506% +$1.87M 0.02% 574
2021
Q4 		$326K Buy
13,699
+1,286
+10% +$30.3K ﹤0.01% 1417
2021
Q3 		$273K Buy
12,413
+2,256
+22% +$56.4K ﹤0.01% 1401
2021
Q2 		$244K Buy
+10,157
New +$250K ﹤0.01% 1426
2020
Q4 		– Sell
-12,784
Closed -$94K – 1443
2020
Q3 		$94K Sell
12,784
-1,597
-11% -$12.1K ﹤0.01% 1216
2020
Q2 		$104K Buy
+14,381
New +$112K ﹤0.01% 1190

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
TAL
TIG Advisors LLC New York $2.16B AUM 72.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AE Wealth Management's X Position: Q1 2024 in Review

AE Wealth Management sold out of US Steel (X) in Q1 2024, closing a stake of 12,970 shares — an estimated $627K sold.

AE Wealth Management first reported a position in X in Q2 2020 and held it in 12 quarters. The position peaked at $3.13M in Q1 2022. 495 funds tracked by Wall St. Rank hold X as of Q1 2024.

  • AE Wealth Management reported no remaining US Steel position as of Q1 2024 after selling out during the quarter.
  • AE Wealth Management sold 12,970 US Steel shares in Q1 2024, an estimated $627K.
  • AE Wealth Management first reported a position in US Steel in Q2 2020 and held it in 12 quarters.
  • AE Wealth Management's US Steel position peaked at $3.13M in Q1 2022.
  • 495 funds tracked by Wall St. Rank held US Steel as of Q1 2024.

Based on AE Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.