BDO Wealth Advisors’s Nucor NUE Stock Holding History

BDO Wealth Advisors’s Portfolio NUE Stock Details NUE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$151K	Buy	921 +50	+6%	+$7.3K	0.02%	289
2023 Q1	$135K	Hold	871	–	–	0.02%	288
2022 Q4	$115K	Hold	871	–	–	0.01%	313
2022 Q3	$93K	Hold	871	–	–	0.01%	334
2022 Q2	$91K	Hold	871	–	–	0.01%	339
2022 Q1	$129K	Buy	871 +100	+13%	+$12.3K	0.01%	309
2021 Q4	$88K	Hold	771	–	–	0.01%	365
2021 Q3	$76K	Hold	771	–	–	0.01%	388
2021 Q2	$74K	Hold	771	–	–	0.01%	406
2021 Q1	$62K	Sell	771 -5,481	-88%	-$332K	0.01%	415
2020 Q4	$333K	Hold	6,252	–	–	0.05%	182
2020 Q3	$280K	Hold	6,252	–	–	0.05%	187
2020 Q2	$259K	Hold	6,252	–	–	0.05%	193
2020 Q1	$225K	Buy	6,252 +5,000	+399%	+$222K	0.05%	195
2019 Q4	$70K	Hold	1,252	–	–	0.02%	272
2019 Q3	$64K	Sell	1,252 -200	-14%	-$10.4K	0.02%	290
2019 Q2	$80K	Hold	1,452	–	–	0.02%	265
2019 Q1	$85K	Hold	1,452	–	–	0.02%	233
2018 Q4	$75K	Hold	1,452	–	–	0.03%	225
2018 Q3	$92K	Sell	1,452 -22	-1%	-$1.41K	0.03%	221
2018 Q2	$92K	Buy	1,474 +200	+16%	+$12.8K	0.03%	222
2018 Q1	$78K	Buy	1,274 +22	+2%	+$1.46K	0.03%	200
2017 Q4	$80K	Buy	+1,252	New	+$73.2K	0.04%	169
2017 Q3	–	Sell	-22	Closed	-$1K	–	514
2017 Q2	$1K	Buy	+22	New	+$1.29K	﹤0.01%	543

Other funds holding NUE

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BDO Wealth Advisors's NUE Position: Q2 2023 in Review

BDO Wealth Advisors increased its Nucor (NUE) stake by 5.7% in Q2 2023, buying an estimated $7.3K and bringing the position to 921 shares worth $151K. The position accounts for 0.02% of the portfolio, ranked #289.

BDO Wealth Advisors first reported a position in NUE in Q2 2017 and has held it in 24 quarters since. The position peaked at $333K in Q4 2020. 1,182 funds tracked by Wall St. Rank hold NUE as of Q2 2023.

BDO Wealth Advisors held 921 shares of Nucor worth $151K as of Q2 2023.
BDO Wealth Advisors bought 50 Nucor shares in Q2 2023, an estimated $7.3K.
Nucor made up 0.02% of BDO Wealth Advisors's portfolio in Q2 2023, its #289 holding.
BDO Wealth Advisors first reported a position in Nucor in Q2 2017 and has held it in 24 quarters since.
BDO Wealth Advisors's Nucor position peaked at $333K in Q4 2020.
1,182 funds tracked by Wall St. Rank held Nucor as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.