Beaird Harris Wealth Management’s US Steel X Stock Holding History

Beaird Harris Wealth Management’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 Q1	–	Sell	-175	Closed	-$4.38K	–	756
2022 Q4	$4.38K	Buy	+175	New	+$4.04K	﹤0.01%	444
2022 Q2	–	Sell	-5	Closed	–	–	628
2022 Q1	$0	Hold	5	–	–	﹤0.01%	741
2021 Q4	$0	Buy	+5	New	+$118	﹤0.01%	673

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

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

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

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

DSC

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

Beaird Harris Wealth Management's X Position: Q1 2023 in Review

Beaird Harris Wealth Management sold out of US Steel (X) in Q1 2023, closing a stake of 175 shares — an estimated $4.38K sold.

Beaird Harris Wealth Management first reported a position in X in Q4 2021 and held it in 3 quarters. The position peaked at $4.38K in Q4 2022. 442 funds tracked by Wall St. Rank hold X as of Q1 2023.

Beaird Harris Wealth Management reported no remaining US Steel position as of Q1 2023 after selling out during the quarter.
Beaird Harris Wealth Management sold 175 US Steel shares in Q1 2023, an estimated $4.38K.
Beaird Harris Wealth Management first reported a position in US Steel in Q4 2021 and held it in 3 quarters.
Beaird Harris Wealth Management's US Steel position peaked at $4.38K in Q4 2022.
442 funds tracked by Wall St. Rank held US Steel as of Q1 2023.

Based on Beaird Harris Wealth Management's 13F filing for Q1 2023, filed 24 Apr 2023.