CFA
X

Capstone Financial Advisors’s US Steel X Stock Holding History

Capstone Financial 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
2021
Q1 		– Sell
-13,079
Closed -$219K – 142
2020
Q4 		$219K Sell
13,079
-149
-1% -$1.85K 0.02% 98
2020
Q3 		$97K Buy
13,228
+503
+4% +$3.81K 0.01% 104
2020
Q2 		$92K Buy
12,725
+2,425
+24% +$18.9K 0.01% 96
2020
Q1 		$65K Buy
+10,300
New +$86.3K 0.01% 84

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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Capstone Financial Advisors's X Position: Q1 2021 in Review

Capstone Financial Advisors sold out of US Steel (X) in Q1 2021, closing a stake of 13,079 shares — an estimated $219K sold.

Capstone Financial Advisors first reported a position in X in Q1 2020 and held it in 4 quarters. The position peaked at $219K in Q4 2020. 347 funds tracked by Wall St. Rank hold X as of Q1 2021.

  • Capstone Financial Advisors reported no remaining US Steel position as of Q1 2021 after selling out during the quarter.
  • Capstone Financial Advisors sold 13,079 US Steel shares in Q1 2021, an estimated $219K.
  • Capstone Financial Advisors first reported a position in US Steel in Q1 2020 and held it in 4 quarters.
  • Capstone Financial Advisors's US Steel position peaked at $219K in Q4 2020.
  • 347 funds tracked by Wall St. Rank held US Steel as of Q1 2021.

Based on Capstone Financial Advisors's 13F filing for Q1 2021, filed 13 May 2021.