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Compass Financial Advisors’s Steel Dynamics STLD Stock Holding History

Compass Financial Advisors’s Portfolio STLD Stock Details STLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-3,566
Closed -$403K – 98
2023
Q1 		$403K Sell
3,566
-98
-3% -$11.4K 0.51% 66
2022
Q4 		$358K Buy
3,664
+7
+0.2% +$674 0.48% 72
2022
Q3 		$259K Sell
3,657
-4
-0.1% -$303 0.38% 87
2022
Q2 		$242K Sell
3,661
-26
-0.7% -$2.08K 0.33% 102
2022
Q1 		$308K Buy
+3,687
New +$249K 0.34% 101

Other funds holding STLD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Royal London Asset Management
Royal London Asset Management United Kingdom $47.7B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Compass Financial Advisors's STLD Position: Q2 2023 in Review

Compass Financial Advisors sold out of Steel Dynamics (STLD) in Q2 2023, closing a stake of 3,566 shares — an estimated $403K sold.

Compass Financial Advisors first reported a position in STLD in Q1 2022 and held it in 5 quarters. The position peaked at $403K in Q1 2023. 704 funds tracked by Wall St. Rank hold STLD as of Q2 2023.

  • Compass Financial Advisors reported no remaining Steel Dynamics position as of Q2 2023 after selling out during the quarter.
  • Compass Financial Advisors sold 3,566 Steel Dynamics shares in Q2 2023, an estimated $403K.
  • Compass Financial Advisors first reported a position in Steel Dynamics in Q1 2022 and held it in 5 quarters.
  • Compass Financial Advisors's Steel Dynamics position peaked at $403K in Q1 2023.
  • 704 funds tracked by Wall St. Rank held Steel Dynamics as of Q2 2023.

Based on Compass Financial Advisors's 13F filing for Q2 2023.