Colonial Trust Advisors’s US Steel X Stock Holding History

Colonial Trust 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	-400	Closed	-$10K	–	930
2023 Q2	$10K	Buy	+400	New	+$9.31K	﹤0.01%	524

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Third Point New York $2.08B AUM 27.04% 1-Year Est. Return

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

Colonial Trust Advisors's X Position: Q3 2023 in Review

Colonial Trust Advisors sold out of US Steel (X) in Q3 2023, closing a stake of 400 shares — an estimated $10K sold.

Colonial Trust Advisors first reported a position in X in Q2 2023 and held it in 1 quarter. The position peaked at $10K in Q2 2023. 459 funds tracked by Wall St. Rank hold X as of Q3 2023.

Colonial Trust Advisors reported no remaining US Steel position as of Q3 2023 after selling out during the quarter.
Colonial Trust Advisors sold 400 US Steel shares in Q3 2023, an estimated $10K.
Colonial Trust Advisors first reported a position in US Steel in Q2 2023 and held it in 1 quarter.
Colonial Trust Advisors's US Steel position peaked at $10K in Q2 2023.
459 funds tracked by Wall St. Rank held US Steel as of Q3 2023.

Based on Colonial Trust Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.