CWA
X

Clearview Wealth Advisors’s US Steel X Stock Holding History

Clearview Wealth 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
2023
Q3 		– Sell
-215
Closed -$5.38K – 654
2023
Q2 		$5.38K Buy
215
+30
+16% +$698 0.01% 421
2023
Q1 		$4.83K Hold
185
– – ﹤0.01% 431
2022
Q4 		$4.63K Hold
185
– – ﹤0.01% 404
2022
Q3 		$3K Hold
185
– – ﹤0.01% 473
2022
Q2 		$3K Hold
185
– – ﹤0.01% 483
2022
Q1 		$7K Sell
185
-200
-52% -$5.41K ﹤0.01% 426
2021
Q4 		$9K Buy
385
+200
+108% +$4.71K 0.01% 442
2021
Q3 		$4K Sell
185
-100
-35% -$2.5K ﹤0.01% 537
2021
Q2 		$7K Sell
285
-100
-26% -$2.46K ﹤0.01% 483
2021
Q1 		$10K Buy
385
+200
+108% +$3.95K 0.01% 410
2020
Q4 		$3K Buy
+185
New +$2.3K ﹤0.01% 498

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
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
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
TCIM
TOMS Capital Investment Management New York $3.81B AUM 26.36% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return
KL
KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Clearview Wealth Advisors's X Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of US Steel (X) in Q3 2023, closing a stake of 215 shares — an estimated $5.38K sold.

Clearview Wealth Advisors first reported a position in X in Q4 2020 and held it in 11 quarters. The position peaked at $10K in Q1 2021. 459 funds tracked by Wall St. Rank hold X as of Q3 2023.

  • Clearview Wealth Advisors reported no remaining US Steel position as of Q3 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 215 US Steel shares in Q3 2023, an estimated $5.38K.
  • Clearview Wealth Advisors first reported a position in US Steel in Q4 2020 and held it in 11 quarters.
  • Clearview Wealth Advisors's US Steel position peaked at $10K in Q1 2021.
  • 459 funds tracked by Wall St. Rank held US Steel as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.