BWM
X

BerganKDV Wealth Management’s US Steel X Stock Holding History

BerganKDV 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
2020
Q4 		– Sell
-43
Closed – – 1022
2020
Q3 		$0 Buy
43
+1
+2% +$8 ﹤0.01% 1023
2020
Q2 		$0 Buy
42
+2
+5% +$16 ﹤0.01% 1108
2020
Q1 		$0 Hold
40
– – ﹤0.01% 1012
2019
Q4 		$0 Buy
+40
New +$497 ﹤0.01% 982

Other funds holding X

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

BerganKDV Wealth Management's X Position: Q4 2020 in Review

BerganKDV Wealth Management sold out of US Steel (X) in Q4 2020, closing a stake of 43 shares.

BerganKDV Wealth Management first reported a position in X in Q4 2019 and held it in 4 quarters. The position peaked at $0 in Q3 2020. 333 funds tracked by Wall St. Rank hold X as of Q4 2020.

  • BerganKDV Wealth Management reported no remaining US Steel position as of Q4 2020 after selling out during the quarter.
  • BerganKDV Wealth Management sold 43 US Steel shares in Q4 2020.
  • BerganKDV Wealth Management first reported a position in US Steel in Q4 2019 and held it in 4 quarters.
  • BerganKDV Wealth Management's US Steel position peaked at $0 in Q3 2020.
  • 333 funds tracked by Wall St. Rank held US Steel as of Q4 2020.

Based on BerganKDV Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.