Bell & Brown Wealth Advisors’s US Steel X Stock Holding History

Bell & Brown 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
2020 Q1	–	Sell	-11,747	Closed	-$124K	–	83
2019 Q4	$124K	Sell	11,747 -3,497	-23%	-$43.4K	0.09%	80
2019 Q3	$184K	Sell	15,244 -323	-2%	-$4.16K	0.15%	78
2019 Q2	$238K	Sell	15,567 -229	-1%	-$3.53K	0.21%	73
2019 Q1	$308K	Sell	15,796 -1,542	-9%	-$32.8K	0.28%	73
2018 Q4	$316K	Sell	17,338 -6,274	-27%	-$157K	0.34%	68
2018 Q3	$626K	Buy	23,612 +906	+4%	+$29.2K	0.58%	60
2018 Q2	$789K	Buy	22,706 +2,563	+13%	+$91.7K	0.78%	52
2018 Q1	$654K	Sell	20,143 -3,956	-16%	-$156K	0.69%	58
2017 Q4	$848K	Buy	+24,099	New	+$701K	0.88%	50

Other funds holding X

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

BlackRock New York $5.72T AUM 30.48% 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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Luminus Management Houston, Texas $166M AUM 75.95% 1-Year Est. Return

Bell & Brown Wealth Advisors's X Position: Q1 2020 in Review

Bell & Brown Wealth Advisors sold out of US Steel (X) in Q1 2020, closing a stake of 11,747 shares — an estimated $124K sold.

Bell & Brown Wealth Advisors first reported a position in X in Q4 2017 and held it in 9 quarters. The position peaked at $848K in Q4 2017. 307 funds tracked by Wall St. Rank hold X as of Q1 2020.

Bell & Brown Wealth Advisors reported no remaining US Steel position as of Q1 2020 after selling out during the quarter.
Bell & Brown Wealth Advisors sold 11,747 US Steel shares in Q1 2020, an estimated $124K.
Bell & Brown Wealth Advisors first reported a position in US Steel in Q4 2017 and held it in 9 quarters.
Bell & Brown Wealth Advisors's US Steel position peaked at $848K in Q4 2017.
307 funds tracked by Wall St. Rank held US Steel as of Q1 2020.

Based on Bell & Brown Wealth Advisors's 13F filing for Q1 2020, filed 11 May 2020.