CPA
X

Capital Performance Advisors’s US Steel X Stock Holding History

Capital Performance 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
2024
Q4 		– Sell
-124
Closed -$4.38K – 2732
2024
Q3 		$4.38K Buy
+124
New +$4.72K ﹤0.01% 1170

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
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
KL
KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Performance Advisors's X Position: Q4 2024 in Review

Capital Performance Advisors sold out of US Steel (X) in Q4 2024, closing a stake of 124 shares — an estimated $4.38K sold.

Capital Performance Advisors first reported a position in X in Q3 2024 and held it in 1 quarter. The position peaked at $4.38K in Q3 2024. 503 funds tracked by Wall St. Rank hold X as of Q4 2024.

  • Capital Performance Advisors reported no remaining US Steel position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 124 US Steel shares in Q4 2024, an estimated $4.38K.
  • Capital Performance Advisors first reported a position in US Steel in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's US Steel position peaked at $4.38K in Q3 2024.
  • 503 funds tracked by Wall St. Rank held US Steel as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.