BRWA
STLD icon

B. Riley Wealth Advisors’s Steel Dynamics STLD Stock Holding History

B. Riley Wealth Advisors’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
2024
Q2 		– Sell
-2,276
Closed -$245K – 1587
2024
Q1 		$245K Buy
+2,276
New +$286K 0.01% 1156
2023
Q4 		– Sell
-2,276
Closed -$245K – 1499
2023
Q3 		$245K Sell
2,276
-143
-6% -$14.9K 0.01% 1156
2023
Q2 		$265K Sell
2,419
-974
-29% -$99.1K 0.01% 1194
2023
Q1 		$385K Buy
+3,393
New +$394K 0.01% 933
2021
Q4 		– Sell
-6,267
Closed -$367K – 1487
2021
Q3 		$367K Buy
6,267
+502
+9% +$32.1K 0.01% 935
2021
Q2 		$344K Buy
+5,765
New +$338K 0.01% 949
2018
Q4 		– Sell
-5,225
Closed -$237K – 734
2018
Q3 		$237K Sell
5,225
-450
-8% -$20.7K 0.03% 583
2018
Q2 		$261K Buy
+5,675
New +$269K 0.03% 523
2017
Q2 		– Sell
-7,088
Closed -$247K – 551
2017
Q1 		$247K Sell
7,088
-1,031
-13% -$36.7K 0.05% 406
2016
Q4 		$289K Buy
+8,119
New +$255K 0.06% 357
2015
Q1 		– Sell
-3,100
Closed -$61K – 1805
2014
Q4 		$61K Buy
+3,100
New +$66.8K ﹤0.01% 1990
2014
Q3 		– Sell
-3,100
Closed -$55.6K – 1729
2014
Q2 		$55.6K Sell
3,100
-600
-16% -$10.8K 0.01% 984
2014
Q1 		$66K Sell
3,700
-700
-16% -$12.3K 0.02% 707
2013
Q4 		$86K Hold
4,400
– – 0.03% 579
2013
Q3 		$74K Buy
+4,400
New +$69.8K 0.03% 600

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Royal London Asset Management
Royal London Asset Management United Kingdom $54.3B AUM 39.21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

B. Riley Wealth Advisors's STLD Position: Q2 2024 in Review

B. Riley Wealth Advisors sold out of Steel Dynamics (STLD) in Q2 2024, closing a stake of 2,276 shares — an estimated $245K sold.

B. Riley Wealth Advisors first reported a position in STLD in Q3 2013 and held it in 15 quarters. The position peaked at $385K in Q1 2023. 782 funds tracked by Wall St. Rank hold STLD as of Q2 2024.

  • B. Riley Wealth Advisors reported no remaining Steel Dynamics position as of Q2 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 2,276 Steel Dynamics shares in Q2 2024, an estimated $245K.
  • B. Riley Wealth Advisors first reported a position in Steel Dynamics in Q3 2013 and held it in 15 quarters.
  • B. Riley Wealth Advisors's Steel Dynamics position peaked at $385K in Q1 2023.
  • 782 funds tracked by Wall St. Rank held Steel Dynamics as of Q2 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2024, filed 19 Aug 2024.