AWA
X

Arete Wealth Advisors’s US Steel X Stock Holding History

Arete 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
2024
Q1 		– Sell
-31,612
Closed -$1.54M – 749
2023
Q4 		$1.54M Buy
31,612
+5,594
+22% +$203K 0.12% 176
2023
Q3 		$849K Buy
+26,018
New +$730K 0.15% 152
2017
Q4 		– Sell
-83,528
Closed -$2.14M – 335
2017
Q3 		$2.14M Sell
83,528
-6,957
-8% -$170K 0.85% 26
2017
Q2 		$2M Sell
90,485
-8,968
-9% -$213K 0.91% 26
2017
Q1 		$3.36M Buy
99,453
+2,624
+3% +$93.3K 1.47% 15
2016
Q4 		$3.2M Buy
+96,829
New +$2.59M 1.48% 14

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

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

Arete Wealth Advisors sold out of US Steel (X) in Q1 2024, closing a stake of 31,612 shares — an estimated $1.54M sold.

Arete Wealth Advisors first reported a position in X in Q4 2016 and held it in 6 quarters. The position peaked at $3.36M in Q1 2017. 496 funds tracked by Wall St. Rank hold X as of Q1 2024.

  • Arete Wealth Advisors reported no remaining US Steel position as of Q1 2024 after selling out during the quarter.
  • Arete Wealth Advisors sold 31,612 US Steel shares in Q1 2024, an estimated $1.54M.
  • Arete Wealth Advisors first reported a position in US Steel in Q4 2016 and held it in 6 quarters.
  • Arete Wealth Advisors's US Steel position peaked at $3.36M in Q1 2017.
  • 496 funds tracked by Wall St. Rank held US Steel as of Q1 2024.

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