BDO Wealth Advisors’s US Steel X Stock Holding History

BDO Wealth Advisors’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
2023 Q2	$3.05M	Buy	121,787 +554	+0.5%	+$12.9K	0.35%	64
2023 Q1	$3.16M	Sell	121,233 -426	-0.4%	-$11.8K	0.39%	55
2022 Q4	$3.05M	Buy	121,659 +224	+0.2%	+$5.17K	0.38%	52
2022 Q3	$2.2M	Buy	121,435 +239	+0.2%	+$5.11K	0.29%	75
2022 Q2	$2.17M	Buy	121,196 +57,457	+90%	+$1.57M	0.27%	75
2022 Q1	$2.4M	Buy	63,739 +100	+0.2%	+$2.71K	0.26%	75
2021 Q4	$1.51M	Sell	63,639 -844	-1%	-$19.9K	0.16%	110
2021 Q3	$1.42M	Sell	64,483 -2,007	-3%	-$50.2K	0.16%	106
2021 Q2	$1.6M	Sell	66,490 -35,354	-35%	-$870K	0.18%	100
2021 Q1	$2.67M	Buy	+101,844	New	+$2.01M	0.31%	56
2017 Q4	–	Sell	-200	Closed	-$5K	–	498
2017 Q3	$5K	Hold	200	–	–	﹤0.01%	346
2017 Q2	$4K	Buy	+200	New	+$4.74K	﹤0.01%	453

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

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

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

SPC

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

KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 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

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

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

BDO Wealth Advisors increased its US Steel (X) stake by 0.46% in Q2 2023, buying an estimated $12.9K and bringing the position to 121,787 shares worth $3.05M. The position accounts for 0.35% of the portfolio, ranked #64.

BDO Wealth Advisors first reported a position in X in Q2 2017 and has held it in 12 quarters since. The position peaked at $3.16M in Q1 2023. 423 funds tracked by Wall St. Rank hold X as of Q2 2023.

BDO Wealth Advisors held 121,787 shares of US Steel worth $3.05M as of Q2 2023.
BDO Wealth Advisors bought 554 US Steel shares in Q2 2023, an estimated $12.9K.
US Steel made up 0.35% of BDO Wealth Advisors's portfolio in Q2 2023, its #64 holding.
BDO Wealth Advisors first reported a position in US Steel in Q2 2017 and has held it in 12 quarters since.
BDO Wealth Advisors's US Steel position peaked at $3.16M in Q1 2023.
423 funds tracked by Wall St. Rank held US Steel as of Q2 2023.

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