Avion Wealth’s US Steel X Stock Holding History

Avion Wealth’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	-9	Closed	–	–	1658
2025 Q1	$0	Buy	+9	New	+$341	﹤0.01%	1389
2023 Q1	–	Sell	-2,500	Closed	-$45K	–	805
2022 Q4	$45K	Hold	2,500	–	–	0.01%	153
2022 Q3	$45K	Buy	2,500 +500	+25%	+$10.7K	0.01%	154
2022 Q2	$36K	Buy	+2,000	New	+$54.7K	0.01%	164

Other funds holding X

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

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

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

Avion Wealth's X Position: Q2 2025 in Review

Avion Wealth sold out of US Steel (X) in Q2 2025, closing a stake of 9 shares.

Avion Wealth first reported a position in X in Q2 2022 and held it in 4 quarters. The position peaked at $45K in Q4 2022. 6 funds tracked by Wall St. Rank hold X as of Q2 2025.

Avion Wealth reported no remaining US Steel position as of Q2 2025 after selling out during the quarter.
Avion Wealth sold 9 US Steel shares in Q2 2025.
Avion Wealth first reported a position in US Steel in Q2 2022 and held it in 4 quarters.
Avion Wealth's US Steel position peaked at $45K in Q4 2022.
6 funds tracked by Wall St. Rank held US Steel as of Q2 2025.

Based on Avion Wealth's 13F filing for Q2 2025, filed 25 Jul 2025.