CWA
MTUS icon

Carolina Wealth Advisors’s Metallus MTUS Stock Holding History

Carolina Wealth Advisors’s Portfolio MTUS Stock Details MTUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-23,782
Closed -$445K – 285
2022
Q2 		$445K Buy
23,782
+3,965
+20% +$84.1K 0.29% 34
2022
Q1 		$434K Buy
19,817
+1,791
+10% +$31.5K 0.27% 40
2021
Q4 		$297K Buy
18,026
+4,534
+34% +$66K 0.17% 44
2021
Q3 		$176K Buy
+13,492
New +$185K 0.12% 74

Other funds holding MTUS

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SAM
Scopus Asset Management New York $5.77B AUM 36.85% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Carolina Wealth Advisors's MTUS Position: Q3 2022 in Review

Carolina Wealth Advisors sold out of Metallus (MTUS) in Q3 2022, closing a stake of 23,782 shares — an estimated $445K sold.

Carolina Wealth Advisors first reported a position in MTUS in Q3 2021 and held it in 4 quarters. The position peaked at $445K in Q2 2022. 196 funds tracked by Wall St. Rank hold MTUS as of Q3 2022.

  • Carolina Wealth Advisors reported no remaining Metallus position as of Q3 2022 after selling out during the quarter.
  • Carolina Wealth Advisors sold 23,782 Metallus shares in Q3 2022, an estimated $445K.
  • Carolina Wealth Advisors first reported a position in Metallus in Q3 2021 and held it in 4 quarters.
  • Carolina Wealth Advisors's Metallus position peaked at $445K in Q2 2022.
  • 196 funds tracked by Wall St. Rank held Metallus as of Q3 2022.

Based on Carolina Wealth Advisors's 13F filing for Q3 2022, filed 14 Oct 2022.