Cadence Wealth Management’s Steel Dynamics STLD Stock Holding History

Cadence Wealth Management’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
2023 Q2	–	Sell	-1,952	Closed	-$221K	–	39
2023 Q1	$221K	Buy	+1,952	New	+$227K	0.22%	30
2022 Q1	–	Sell	-4,274	Closed	-$265K	–	40
2021 Q4	$265K	Buy	4,274 +575	+16%	+$36K	0.29%	28
2021 Q3	$216K	Buy	+3,699	New	+$236K	0.24%	29
2021 Q2	–	Sell	-5,239	Closed	-$266K	–	35
2021 Q1	$266K	Buy	+5,239	New	+$221K	0.24%	25

Other funds holding STLD

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Royal London Asset Management United Kingdom $47.7B AUM 29.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Cadence Wealth Management's STLD Position: Q2 2023 in Review

Cadence Wealth Management sold out of Steel Dynamics (STLD) in Q2 2023, closing a stake of 1,952 shares — an estimated $221K sold.

Cadence Wealth Management first reported a position in STLD in Q1 2021 and held it in 4 quarters. The position peaked at $266K in Q1 2021. 704 funds tracked by Wall St. Rank hold STLD as of Q2 2023.

Cadence Wealth Management reported no remaining Steel Dynamics position as of Q2 2023 after selling out during the quarter.
Cadence Wealth Management sold 1,952 Steel Dynamics shares in Q2 2023, an estimated $221K.
Cadence Wealth Management first reported a position in Steel Dynamics in Q1 2021 and held it in 4 quarters.
Cadence Wealth Management's Steel Dynamics position peaked at $266K in Q1 2021.
704 funds tracked by Wall St. Rank held Steel Dynamics as of Q2 2023.

Based on Cadence Wealth Management's 13F filing for Q2 2023, filed 3 Aug 2023.