AWM
X

Avior Wealth Management’s US Steel X Stock Holding History

Avior Wealth Management’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
Q1 		– Sell
-3,086
Closed -$105K – 2365
2024
Q4 		$105K Buy
3,086
+2
+0.1% +$74 ﹤0.01% 883
2024
Q3 		$109K Hold
3,084
– – ﹤0.01% 860
2024
Q2 		$117K Hold
3,084
– – 0.01% 812
2024
Q1 		$126K Buy
+3,084
New +$141K 0.01% 867
2018
Q3 		– Sell
-550
Closed -$19K – 775
2018
Q2 		$19K Sell
550
-550
-50% -$19.7K ﹤0.01% 548
2018
Q1 		$39K Buy
1,100
+400
+57% +$15.8K 0.01% 505
2017
Q4 		$25K Buy
700
+200
+40% +$5.82K 0.01% 528
2017
Q3 		$13K Sell
500
-100
-17% -$2.45K ﹤0.01% 315
2017
Q2 		$13K Buy
+600
New +$14.2K 0.01% 293

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
TCIM
TOMS Capital Investment Management New York $3.81B AUM 26.36% 1-Year Est. Return
CHP
Castle Hook Partners New York $23.4B AUM 158.96% 1-Year Est. Return
CAU
Caxton Associates (UK) London $4.42B AUM 49.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Avior Wealth Management sold out of US Steel (X) in Q1 2025, closing a stake of 3,086 shares — an estimated $105K sold.

Avior Wealth Management first reported a position in X in Q2 2017 and held it in 9 quarters. The position peaked at $126K in Q1 2024. 506 funds tracked by Wall St. Rank hold X as of Q1 2025.

  • Avior Wealth Management reported no remaining US Steel position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 3,086 US Steel shares in Q1 2025, an estimated $105K.
  • Avior Wealth Management first reported a position in US Steel in Q2 2017 and held it in 9 quarters.
  • Avior Wealth Management's US Steel position peaked at $126K in Q1 2024.
  • 506 funds tracked by Wall St. Rank held US Steel as of Q1 2025.

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