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CWA
Carolina Wealth Advisors’s
Steel Dynamics
STLD
Stock Holding History
Carolina Wealth Advisors’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
2024
Q4
–
Sell
-569
Closed
-$71.7K
–
346
2024
Q3
$71.7K
Buy
569
+14
+3%
+$1.7K
0.04%
91
2024
Q2
$71.9K
Buy
555
+30
+6%
+$4K
0.04%
83
2024
Q1
$77.8K
Hold
525
–
–
0.04%
90
2023
Q4
$62K
Hold
525
–
–
0.03%
108
2023
Q3
$56.3K
Sell
525
-25
-5%
-$2.6K
0.03%
118
2023
Q2
$59.9K
Sell
550
-4,114
-88%
-$419K
0.04%
96
2023
Q1
$527K
Sell
4,664
-1,302
-22%
-$151K
0.31%
40
2022
Q4
$583K
Buy
5,966
+290
+5%
+$27.9K
0.37%
32
2022
Q3
$403K
Buy
5,676
+459
+9%
+$34.7K
0.32%
34
2022
Q2
$345K
Sell
5,217
-198
-4%
-$15.9K
0.23%
44
2022
Q1
$452K
Buy
5,415
+485
+10%
+$32.7K
0.29%
39
2021
Q4
$306K
Buy
4,930
+1,120
+29%
+$70.1K
0.17%
40
2021
Q3
$223K
Buy
3,810
+653
+21%
+$41.7K
0.15%
49
2021
Q2
$188K
Buy
3,157
+701
+29%
+$41.1K
0.13%
55
2021
Q1
$125K
Buy
+2,456
New
+$104K
0.09%
60
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$1.61T AUM
30.72%
1-Year Est. Return
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1-Year Est. Return
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$140B AUM
27.84%
1-Year Est. Return
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$41.3B AUM
42.97%
1-Year Est. Return
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$653B AUM
32.41%
1-Year Est. Return
Norges Bank
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$935B AUM
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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