BSW Wealth Partners’s Steel Dynamics STLD Stock Holding History

BSW Wealth Partners’s Portfolio STLD Stock Details STLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-2,024	Closed	-$231K	–	327
2024 Q4	$231K	Sell	2,024 -489	-19%	-$65K	0.03%	275
2024 Q3	$317K	Buy	+2,513	New	+$305K	0.05%	220
2024 Q1	–	Sell	-2,114	Closed	-$250K	–	318
2023 Q4	$250K	Buy	+2,114	New	+$236K	0.05%	229
2023 Q3	–	Sell	-2,343	Closed	-$255K	–	282
2023 Q2	$255K	Buy	2,343 +39	+2%	+$3.97K	0.05%	209
2023 Q1	$260K	Buy	+2,304	New	+$268K	0.05%	242
2022 Q3	–	Sell	-4,648	Closed	-$307K	–	297
2022 Q2	$307K	Sell	4,648 -425	-8%	-$34K	0.07%	186
2022 Q1	$423K	Buy	5,073 +1,062	+26%	+$71.6K	0.11%	148
2021 Q4	$249K	Buy	+4,011	New	+$251K	0.06%	220

Other funds holding STLD

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

BSW Wealth Partners's STLD Position: Q1 2025 in Review

BSW Wealth Partners sold out of Steel Dynamics (STLD) in Q1 2025, closing a stake of 2,024 shares — an estimated $231K sold.

BSW Wealth Partners first reported a position in STLD in Q4 2021 and held it in 8 quarters. The position peaked at $423K in Q1 2022. 809 funds tracked by Wall St. Rank hold STLD as of Q1 2025.

BSW Wealth Partners reported no remaining Steel Dynamics position as of Q1 2025 after selling out during the quarter.
BSW Wealth Partners sold 2,024 Steel Dynamics shares in Q1 2025, an estimated $231K.
BSW Wealth Partners first reported a position in Steel Dynamics in Q4 2021 and held it in 8 quarters.
BSW Wealth Partners's Steel Dynamics position peaked at $423K in Q1 2022.
809 funds tracked by Wall St. Rank held Steel Dynamics as of Q1 2025.

Based on BSW Wealth Partners's 13F filing for Q1 2025, filed 24 Apr 2025.