AllGen Financial Advisors’s US Steel X Stock Holding History

AllGen Financial Advisors’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
2022 Q3	–	Sell	-38,377	Closed	-$913K	–	41
2022 Q2	$913K	Buy	+38,377	New	+$1.05M	0.75%	28

Other funds holding X

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

SCP

Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SPC

Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

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

AllGen Financial Advisors's X Position: Q3 2022 in Review

AllGen Financial Advisors sold out of US Steel (X) in Q3 2022, closing a stake of 38,377 shares — an estimated $913K sold.

AllGen Financial Advisors first reported a position in X in Q2 2022 and held it in 1 quarter. The position peaked at $913K in Q2 2022. 410 funds tracked by Wall St. Rank hold X as of Q3 2022.

AllGen Financial Advisors reported no remaining US Steel position as of Q3 2022 after selling out during the quarter.
AllGen Financial Advisors sold 38,377 US Steel shares in Q3 2022, an estimated $913K.
AllGen Financial Advisors first reported a position in US Steel in Q2 2022 and held it in 1 quarter.
AllGen Financial Advisors's US Steel position peaked at $913K in Q2 2022.
410 funds tracked by Wall St. Rank held US Steel as of Q3 2022.

Based on AllGen Financial Advisors's 13F filing for Q3 2022, filed 15 Feb 2023.