CA
X

Cetera Advisors’s US Steel X Stock Holding History

Cetera 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
2024
Q1 		$507K Buy
12,438
+3,010
+32% +$138K ﹤0.01% 1590
2023
Q4 		$459K Sell
9,428
-3,827
-29% -$139K 0.01% 1181
2023
Q3 		$431K Buy
13,255
+709
+6% +$19.9K 0.01% 1144
2023
Q2 		$314K Buy
12,546
+917
+8% +$21.3K ﹤0.01% 1291
2023
Q1 		$304K Sell
11,629
-182
-2% -$5.06K 0.01% 1282
2022
Q4 		$296K Sell
11,811
-758
-6% -$17.5K 0.01% 1243
2022
Q3 		$228K Buy
12,569
+153
+1% +$3.27K 0.01% 1083
2022
Q2 		$222K Buy
12,416
+28
+0.2% +$766 0.01% 1188
2022
Q1 		$468K Sell
12,388
-556,403
-98% -$15.1M 0.01% 913
2021
Q4 		$13.5M Buy
568,791
+7,871
+1% +$186K 0.27% 75
2021
Q3 		$12.3M Sell
560,920
-95,585
-15% -$2.39M 0.24% 82
2021
Q2 		$15.8M Sell
656,505
-51,154
-7% -$1.26M 0.37% 51
2021
Q1 		$18.5M Buy
707,659
+92,028
+15% +$1.82M 0.51% 37
2020
Q4 		$10.3M Buy
615,631
+35,685
+6% +$444K 0.33% 62
2020
Q3 		$4.26M Buy
579,946
+270,525
+87% +$2.05M 0.16% 131
2020
Q2 		$2.23M Buy
309,421
+95,200
+44% +$743K 0.1% 208
2020
Q1 		$1.35M Buy
214,221
+69,465
+48% +$582K 0.07% 271
2019
Q4 		$1.65M Buy
144,756
+38,921
+37% +$483K 0.07% 267
2019
Q3 		$1.23M Buy
105,835
+48,459
+84% +$624K 0.05% 316
2019
Q2 		$882K Buy
+57,376
New +$884K 0.04% 398
2018
Q1 		– Sell
-6,749
Closed -$240K – 875
2017
Q4 		$240K Buy
+6,749
New +$196K 0.01% 657

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
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
TAL
TIG Advisors LLC New York $2.16B AUM 72.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Advisors's X Position: Q1 2024 in Review

Cetera Advisors increased its US Steel (X) stake by 32% in Q1 2024, buying an estimated $138K and bringing the position to 12,438 shares worth $507K. The position accounts for ﹤0.01% of the portfolio, ranked #1590.

Cetera Advisors first reported a position in X in Q4 2017 and has held it in 21 quarters since. The position peaked at $18.5M in Q1 2021. 495 funds tracked by Wall St. Rank hold X as of Q1 2024.

  • Cetera Advisors held 12,438 shares of US Steel worth $507K as of Q1 2024.
  • Cetera Advisors bought 3,010 US Steel shares in Q1 2024, an estimated $138K.
  • US Steel made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #1590 holding.
  • Cetera Advisors first reported a position in US Steel in Q4 2017 and has held it in 21 quarters since.
  • Cetera Advisors's US Steel position peaked at $18.5M in Q1 2021.
  • 495 funds tracked by Wall St. Rank held US Steel as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.