CWAF
X

Core Wealth Advisors (Florida)’s US Steel X Stock Holding History

Core Wealth Advisors (Florida)’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
Q2 		– Sell
-2
Closed -$82 – 243
2024
Q1 		$82 Hold
2
– – ﹤0.01% 258
2023
Q4 		$98 Hold
2
– – ﹤0.01% 258
2023
Q3 		$65 Hold
2
– – ﹤0.01% 236
2023
Q2 		$51 Hold
2
– – ﹤0.01% 233
2023
Q1 		$53 Hold
2
– – ﹤0.01% 256
2022
Q4 		$50 Hold
2
– – ﹤0.01% 257
2022
Q3 		$0 Hold
2
– – ﹤0.01% 233
2022
Q2 		$0 Hold
2
– – ﹤0.01% 238
2022
Q1 		$0 Hold
2
– – ﹤0.01% 232
2021
Q4 		$0 Hold
2
– – ﹤0.01% 223
2021
Q3 		$0 Hold
2
– – ﹤0.01% 208
2021
Q2 		$0 Hold
2
– – ﹤0.01% 210
2021
Q1 		$0 Hold
2
– – ﹤0.01% 205
2020
Q4 		$0 Hold
2
– – ﹤0.01% 200
2020
Q3 		$0 Hold
2
– – ﹤0.01% 172
2020
Q2 		$0 Hold
2
– – ﹤0.01% 166
2020
Q1 		$0 Hold
2
– – ﹤0.01% 174
2019
Q4 		$0 Buy
+2
New +$25 ﹤0.01% 133

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
KL
KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Core Wealth Advisors (Florida)'s X Position: Q2 2024 in Review

Core Wealth Advisors (Florida) sold out of US Steel (X) in Q2 2024, closing a stake of 2 shares — an estimated $82 sold.

Core Wealth Advisors (Florida) first reported a position in X in Q4 2019 and held it in 18 quarters. The position peaked at $98 in Q4 2023. 468 funds tracked by Wall St. Rank hold X as of Q2 2024.

  • Core Wealth Advisors (Florida) reported no remaining US Steel position as of Q2 2024 after selling out during the quarter.
  • Core Wealth Advisors (Florida) sold 2 US Steel shares in Q2 2024, an estimated $82.
  • Core Wealth Advisors (Florida) first reported a position in US Steel in Q4 2019 and held it in 18 quarters.
  • Core Wealth Advisors (Florida)'s US Steel position peaked at $98 in Q4 2023.
  • 468 funds tracked by Wall St. Rank held US Steel as of Q2 2024.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2024, filed 15 Aug 2024.