Capital Advisors Inc’s US Steel X Stock Holding History

Capital Advisors Inc’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
2025 Q1	–	Sell	-15,800	Closed	-$537K	–	332
2024 Q4	$537K	Buy	+15,800	New	+$583K	0.01%	191

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

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

TCIM

TOMS Capital Investment Management New York $3.81B AUM 26.36% 1-Year Est. Return

CHP

Castle Hook Partners New York $23.4B AUM 158.96% 1-Year Est. Return

CAU

Caxton Associates (UK) London $4.42B AUM 49.83% 1-Year Est. Return

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

Capital Advisors Inc's X Position: Q1 2025 in Review

Capital Advisors Inc sold out of US Steel (X) in Q1 2025, closing a stake of 15,800 shares — an estimated $537K sold.

Capital Advisors Inc first reported a position in X in Q4 2024 and held it in 1 quarter. The position peaked at $537K in Q4 2024. 506 funds tracked by Wall St. Rank hold X as of Q1 2025.

Capital Advisors Inc reported no remaining US Steel position as of Q1 2025 after selling out during the quarter.
Capital Advisors Inc sold 15,800 US Steel shares in Q1 2025, an estimated $537K.
Capital Advisors Inc first reported a position in US Steel in Q4 2024 and held it in 1 quarter.
Capital Advisors Inc's US Steel position peaked at $537K in Q4 2024.
506 funds tracked by Wall St. Rank held US Steel as of Q1 2025.

Based on Capital Advisors Inc's 13F filing for Q1 2025, filed 29 Apr 2025.