Axim Planning & Wealth’s US Steel X Stock Holding History

Axim Planning & 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
2022 Q4	–	Sell	-730	Closed	-$13K	–	163
2022 Q3	$13K	Sell	730 -1,350	-65%	-$28.9K	0.01%	104
2022 Q2	$37K	Buy	+2,080	New	+$56.9K	0.03%	56

Other funds holding X

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

SPC

Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Axim Planning & Wealth's X Position: Q4 2022 in Review

Axim Planning & Wealth sold out of US Steel (X) in Q4 2022, closing a stake of 730 shares — an estimated $13K sold.

Axim Planning & Wealth first reported a position in X in Q2 2022 and held it in 2 quarters. The position peaked at $37K in Q2 2022. 425 funds tracked by Wall St. Rank hold X as of Q4 2022.

Axim Planning & Wealth reported no remaining US Steel position as of Q4 2022 after selling out during the quarter.
Axim Planning & Wealth sold 730 US Steel shares in Q4 2022, an estimated $13K.
Axim Planning & Wealth first reported a position in US Steel in Q2 2022 and held it in 2 quarters.
Axim Planning & Wealth's US Steel position peaked at $37K in Q2 2022.
425 funds tracked by Wall St. Rank held US Steel as of Q4 2022.

Based on Axim Planning & Wealth's 13F filing for Q4 2022, filed 8 Feb 2023.