Amplius Wealth Advisors’s US Steel X Stock Holding History

Amplius Wealth 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 Q1	–	Sell	-500	Closed	-$11K	–	929
2021 Q4	$11K	Buy	+500	New	+$11.8K	﹤0.01%	601

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

SCP

Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Amplius Wealth Advisors's X Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of US Steel (X) in Q1 2022, closing a stake of 500 shares — an estimated $11K sold.

Amplius Wealth Advisors first reported a position in X in Q4 2021 and held it in 1 quarter. The position peaked at $11K in Q4 2021. 451 funds tracked by Wall St. Rank hold X as of Q1 2022.

Amplius Wealth Advisors reported no remaining US Steel position as of Q1 2022 after selling out during the quarter.
Amplius Wealth Advisors sold 500 US Steel shares in Q1 2022, an estimated $11K.
Amplius Wealth Advisors first reported a position in US Steel in Q4 2021 and held it in 1 quarter.
Amplius Wealth Advisors's US Steel position peaked at $11K in Q4 2021.
451 funds tracked by Wall St. Rank held US Steel as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.