Castle Wealth Management’s US Steel X Stock Holding History

Castle Wealth Management’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
2022 Q4	–	Sell	-87	Closed	-$2K	–	646
2022 Q3	$2K	Hold	87	–	–	﹤0.01%	601
2022 Q2	$2K	Buy	+87	New	+$2.38K	﹤0.01%	598

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

SPC

Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Castle Wealth Management's X Position: Q4 2022 in Review

Castle Wealth Management sold out of US Steel (X) in Q4 2022, closing a stake of 87 shares — an estimated $2K sold.

Castle Wealth Management first reported a position in X in Q2 2022 and held it in 2 quarters. The position peaked at $2K in Q3 2022. 424 funds tracked by Wall St. Rank hold X as of Q4 2022.

Castle Wealth Management reported no remaining US Steel position as of Q4 2022 after selling out during the quarter.
Castle Wealth Management sold 87 US Steel shares in Q4 2022, an estimated $2K.
Castle Wealth Management first reported a position in US Steel in Q2 2022 and held it in 2 quarters.
Castle Wealth Management's US Steel position peaked at $2K in Q3 2022.
424 funds tracked by Wall St. Rank held US Steel as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.