Balboa Wealth Partners’s US Steel X Stock Holding History

Balboa Wealth Partners’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
2024 Q2	–	Sell	-6,968	Closed	-$284K	–	347
2024 Q1	$284K	Buy	+6,968	New	+$319K	0.08%	173

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

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LCM

Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return

DSC

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

KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Balboa Wealth Partners's X Position: Q2 2024 in Review

Balboa Wealth Partners sold out of US Steel (X) in Q2 2024, closing a stake of 6,968 shares — an estimated $284K sold.

Balboa Wealth Partners first reported a position in X in Q1 2024 and held it in 1 quarter. The position peaked at $284K in Q1 2024. 468 funds tracked by Wall St. Rank hold X as of Q2 2024.

Balboa Wealth Partners reported no remaining US Steel position as of Q2 2024 after selling out during the quarter.
Balboa Wealth Partners sold 6,968 US Steel shares in Q2 2024, an estimated $284K.
Balboa Wealth Partners first reported a position in US Steel in Q1 2024 and held it in 1 quarter.
Balboa Wealth Partners's US Steel position peaked at $284K in Q1 2024.
468 funds tracked by Wall St. Rank held US Steel as of Q2 2024.

Based on Balboa Wealth Partners's 13F filing for Q2 2024, filed 13 Aug 2024.