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Aviso Wealth Management’s Steel Dynamics STLD Stock Holding History

Aviso 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
-2,094
Closed -$239K – 143
2024
Q4 		$239K Sell
2,094
-458
-18% -$60.9K 0.12% 126
2024
Q3 		$322K Sell
2,552
-75
-3% -$9.11K 0.17% 110
2024
Q2 		$340K Buy
+2,627
New +$351K 0.2% 101

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

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

Aviso Wealth Management sold out of Steel Dynamics (STLD) in Q1 2025, closing a stake of 2,094 shares — an estimated $239K sold.

Aviso Wealth Management first reported a position in STLD in Q2 2024 and held it in 3 quarters. The position peaked at $340K in Q2 2024. 809 funds tracked by Wall St. Rank hold STLD as of Q1 2025.

  • Aviso Wealth Management reported no remaining Steel Dynamics position as of Q1 2025 after selling out during the quarter.
  • Aviso Wealth Management sold 2,094 Steel Dynamics shares in Q1 2025, an estimated $239K.
  • Aviso Wealth Management first reported a position in Steel Dynamics in Q2 2024 and held it in 3 quarters.
  • Aviso Wealth Management's Steel Dynamics position peaked at $340K in Q2 2024.
  • 809 funds tracked by Wall St. Rank held Steel Dynamics as of Q1 2025.

Based on Aviso Wealth Management's 13F filing for Q1 2025, filed 9 May 2025.