Beacon Pointe Advisors’s US Steel X Stock Holding History

Beacon Pointe 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
2024 Q1	–	Sell	-5,064	Closed	-$246K	–	1418
2023 Q4	$246K	Buy	+5,064	New	+$184K	﹤0.01%	1137

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

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

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

DSC

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

TAL

TIG Advisors LLC New York $2.16B AUM 72.99% 1-Year Est. Return

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

Beacon Pointe Advisors's X Position: Q1 2024 in Review

Beacon Pointe Advisors sold out of US Steel (X) in Q1 2024, closing a stake of 5,064 shares — an estimated $246K sold.

Beacon Pointe Advisors first reported a position in X in Q4 2023 and held it in 1 quarter. The position peaked at $246K in Q4 2023. 495 funds tracked by Wall St. Rank hold X as of Q1 2024.

Beacon Pointe Advisors reported no remaining US Steel position as of Q1 2024 after selling out during the quarter.
Beacon Pointe Advisors sold 5,064 US Steel shares in Q1 2024, an estimated $246K.
Beacon Pointe Advisors first reported a position in US Steel in Q4 2023 and held it in 1 quarter.
Beacon Pointe Advisors's US Steel position peaked at $246K in Q4 2023.
495 funds tracked by Wall St. Rank held US Steel as of Q1 2024.

Based on Beacon Pointe Advisors's 13F filing for Q1 2024, filed 14 May 2024.