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Arete Wealth Advisors’s Steel Dynamics STLD Stock Holding History

Arete Wealth Advisors’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
2024
Q1 		– Sell
-5,042
Closed -$595K – 687
2023
Q4 		$595K Buy
+5,042
New +$562K 0.05% 364

Other funds holding STLD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Royal London Asset Management
Royal London Asset Management United Kingdom $54.3B AUM 39.21% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Arete Wealth Advisors's STLD Position: Q1 2024 in Review

Arete Wealth Advisors sold out of Steel Dynamics (STLD) in Q1 2024, closing a stake of 5,042 shares — an estimated $595K sold.

Arete Wealth Advisors first reported a position in STLD in Q4 2023 and held it in 1 quarter. The position peaked at $595K in Q4 2023. 781 funds tracked by Wall St. Rank hold STLD as of Q1 2024.

  • Arete Wealth Advisors reported no remaining Steel Dynamics position as of Q1 2024 after selling out during the quarter.
  • Arete Wealth Advisors sold 5,042 Steel Dynamics shares in Q1 2024, an estimated $595K.
  • Arete Wealth Advisors first reported a position in Steel Dynamics in Q4 2023 and held it in 1 quarter.
  • Arete Wealth Advisors's Steel Dynamics position peaked at $595K in Q4 2023.
  • 781 funds tracked by Wall St. Rank held Steel Dynamics as of Q1 2024.

Based on Arete Wealth Advisors's 13F filing for Q1 2024, filed 16 May 2024.