AWS
X

Atria Wealth Solutions’s US Steel X Stock Holding History

Atria Wealth Solutions’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
Q4 		– Sell
-7,594
Closed -$268K – 2103
2024
Q3 		$268K Sell
7,594
-28
-0.4% -$1.07K ﹤0.01% 1585
2024
Q2 		$288K Sell
7,622
-342
-4% -$13K ﹤0.01% 1533
2024
Q1 		$325K Buy
7,964
+144
+2% +$6.59K ﹤0.01% 1506
2023
Q4 		$380K Buy
7,820
+74
+1% +$2.69K ﹤0.01% 1347
2023
Q3 		$252K Sell
7,746
-21,272
-73% -$597K ﹤0.01% 1530
2023
Q2 		$726K Buy
29,018
+20,758
+251% +$483K 0.01% 989
2023
Q1 		$216K Sell
8,260
-3,377
-29% -$93.8K ﹤0.01% 1629
2022
Q4 		$292K Sell
11,637
-1,015
-8% -$23.4K ﹤0.01% 1376
2022
Q3 		$229K Sell
12,652
-94
-0.7% -$2.01K ﹤0.01% 1477
2022
Q2 		$228K Sell
12,746
-33,715
-73% -$922K ﹤0.01% 1373
2022
Q1 		$1.75M Buy
+46,461
New +$1.26M 0.03% 518

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
KL
KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Atria Wealth Solutions's X Position: Q4 2024 in Review

Atria Wealth Solutions sold out of US Steel (X) in Q4 2024, closing a stake of 7,594 shares — an estimated $268K sold.

Atria Wealth Solutions first reported a position in X in Q1 2022 and held it in 11 quarters. The position peaked at $1.75M in Q1 2022. 503 funds tracked by Wall St. Rank hold X as of Q4 2024.

  • Atria Wealth Solutions reported no remaining US Steel position as of Q4 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 7,594 US Steel shares in Q4 2024, an estimated $268K.
  • Atria Wealth Solutions first reported a position in US Steel in Q1 2022 and held it in 11 quarters.
  • Atria Wealth Solutions's US Steel position peaked at $1.75M in Q1 2022.
  • 503 funds tracked by Wall St. Rank held US Steel as of Q4 2024.

Based on Atria Wealth Solutions's 13F filing for Q4 2024, filed 31 Jan 2025.