CIAS
X

CBIZ Investment Advisory Services’s US Steel X Stock Holding History

CBIZ Investment Advisory Services’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
2025
Q2 		– Sell
-1,100
Closed -$46.5K – 764
2025
Q1 		$46.5K Hold
1,100
– – ﹤0.01% 120
2024
Q4 		$37.4K Buy
+1,100
New +$40.6K ﹤0.01% 134

Other funds holding X

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
CAWM
Capital A Wealth Management New Castle, Pennsylvania $8.94M AUM
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

CBIZ Investment Advisory Services's X Position: Q2 2025 in Review

CBIZ Investment Advisory Services sold out of US Steel (X) in Q2 2025, closing a stake of 1,100 shares — an estimated $46.5K sold.

CBIZ Investment Advisory Services first reported a position in X in Q4 2024 and held it in 2 quarters. The position peaked at $46.5K in Q1 2025. 6 funds tracked by Wall St. Rank hold X as of Q2 2025.

  • CBIZ Investment Advisory Services reported no remaining US Steel position as of Q2 2025 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 1,100 US Steel shares in Q2 2025, an estimated $46.5K.
  • CBIZ Investment Advisory Services first reported a position in US Steel in Q4 2024 and held it in 2 quarters.
  • CBIZ Investment Advisory Services's US Steel position peaked at $46.5K in Q1 2025.
  • 6 funds tracked by Wall St. Rank held US Steel as of Q2 2025.

Based on CBIZ Investment Advisory Services's 13F filing for Q2 2025, filed 11 Aug 2025.