AWM
STLD icon

Avior Wealth Management’s Steel Dynamics STLD Stock Holding History

Avior Wealth Management’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
2025
Q1 		– Sell
-32
Closed -$3.65K – 2128
2024
Q4 		$3.65K Sell
32
-5
-14% -$664 ﹤0.01% 1972
2024
Q3 		$4.66K Sell
37
-39
-51% -$4.74K ﹤0.01% 1800
2024
Q2 		$9.84K Sell
76
-145
-66% -$19.4K ﹤0.01% 1521
2024
Q1 		$32.8K Buy
+221
New +$27.8K ﹤0.01% 1395
2023
Q3 		– Sell
-4
Closed -$435 – 1668
2023
Q2 		$435 Hold
4
– – ﹤0.01% 1473
2023
Q1 		$452 Buy
+4
New +$465 ﹤0.01% 1527
2019
Q4 		– Sell
-24
Closed – – 860
2019
Q3 		$0 Buy
+24
New +$709 ﹤0.01% 864
2019
Q1 		– Sell
-4,022
Closed -$120K – 712
2018
Q4 		$120K Buy
4,022
+14
+0.3% +$529 0.03% 410
2018
Q3 		$181K Sell
4,008
-434
-10% -$20K 0.04% 368
2018
Q2 		$204K Sell
4,442
-492
-10% -$23.3K 0.05% 323
2018
Q1 		$218K Sell
4,934
-335
-6% -$15.4K 0.05% 291
2017
Q4 		$227K Buy
+5,269
New +$203K 0.05% 296
2015
Q4 		– Sell
-50
Closed -$1K – 472
2015
Q3 		$1K Hold
50
– – ﹤0.01% 387
2015
Q2 		$1K Hold
50
– – ﹤0.01% 373
2015
Q1 		$1K Hold
50
– – ﹤0.01% 340
2014
Q4 		$1K Hold
50
– – ﹤0.01% 320
2014
Q3 		$1K Hold
50
– – ﹤0.01% 323
2014
Q2 		$1K Hold
50
– – ﹤0.01% 318
2014
Q1 		$1K Buy
+50
New +$876 ﹤0.01% 328

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Avior Wealth Management's STLD Position: Q1 2025 in Review

Avior Wealth Management sold out of Steel Dynamics (STLD) in Q1 2025, closing a stake of 32 shares — an estimated $3.65K sold.

Avior Wealth Management first reported a position in STLD in Q1 2014 and held it in 19 quarters. The position peaked at $227K in Q4 2017. 809 funds tracked by Wall St. Rank hold STLD as of Q1 2025.

  • Avior Wealth Management reported no remaining Steel Dynamics position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 32 Steel Dynamics shares in Q1 2025, an estimated $3.65K.
  • Avior Wealth Management first reported a position in Steel Dynamics in Q1 2014 and held it in 19 quarters.
  • Avior Wealth Management's Steel Dynamics position peaked at $227K in Q4 2017.
  • 809 funds tracked by Wall St. Rank held Steel Dynamics as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.