AAS
X

Avantax Advisory Services’s US Steel X Stock Holding History

Avantax Advisory Services’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
2025
Q2 		– Sell
-17,936
Closed -$758K – 2444
2025
Q1 		$758K Buy
17,936
+2,686
+18% +$102K ﹤0.01% 1242
2024
Q4 		$518K Buy
15,250
+914
+6% +$33.7K ﹤0.01% 1421
2024
Q3 		$506K Sell
14,336
-333
-2% -$12.7K ﹤0.01% 1401
2024
Q2 		$554K Buy
14,669
+817
+6% +$31.2K ﹤0.01% 1294
2024
Q1 		$565K Sell
13,852
-1,973
-12% -$90.3K 0.01% 980
2023
Q4 		$770K Sell
15,825
-1,637
-9% -$59.5K 0.01% 817
2023
Q3 		$567K Sell
17,462
-2,100
-11% -$58.9K 0.01% 894
2023
Q2 		$489K Buy
19,562
+1,915
+11% +$44.6K 0.01% 949
2023
Q1 		$461K Buy
17,647
+36
+0.2% +$1K 0.01% 955
2022
Q4 		$441K Sell
17,611
-178
-1% -$4.11K 0.01% 923
2022
Q3 		$322K Buy
17,789
+1,340
+8% +$28.7K ﹤0.01% 966
2022
Q2 		$295K Buy
16,449
+1,271
+8% +$34.7K ﹤0.01% 1017
2022
Q1 		$574K Buy
15,178
+760
+5% +$20.6K 0.01% 737
2021
Q4 		$343K Buy
14,418
+702
+5% +$16.5K 0.01% 915
2021
Q3 		$300K Buy
13,716
+478
+4% +$12K 0.01% 930
2021
Q2 		$318K Buy
13,238
+2,252
+20% +$55.4K 0.01% 879
2021
Q1 		$287K Sell
10,986
-553
-5% -$10.9K 0.01% 826
2020
Q4 		$194K Sell
11,539
-4,118
-26% -$51.2K ﹤0.01% 886
2020
Q3 		$116K Buy
15,657
+2,438
+18% +$18.5K ﹤0.01% 1287
2020
Q2 		$95K Buy
+13,219
New +$103K ﹤0.01% 818

Other funds holding X

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
CAWM
Capital A Wealth Management New Castle, Pennsylvania $8.94M AUM
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Avantax Advisory Services's X Position: Q2 2025 in Review

Avantax Advisory Services sold out of US Steel (X) in Q2 2025, closing a stake of 17,936 shares — an estimated $758K sold.

Avantax Advisory Services first reported a position in X in Q2 2020 and held it in 20 quarters. The position peaked at $770K in Q4 2023. 6 funds tracked by Wall St. Rank hold X as of Q2 2025.

  • Avantax Advisory Services reported no remaining US Steel position as of Q2 2025 after selling out during the quarter.
  • Avantax Advisory Services sold 17,936 US Steel shares in Q2 2025, an estimated $758K.
  • Avantax Advisory Services first reported a position in US Steel in Q2 2020 and held it in 20 quarters.
  • Avantax Advisory Services's US Steel position peaked at $770K in Q4 2023.
  • 6 funds tracked by Wall St. Rank held US Steel as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.