CreativeOne Wealth’s US Steel X Stock Holding History

CreativeOne Wealth’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
2020 Q3	–	Sell	-11,000	Closed	-$79K	–	283
2020 Q2	$79K	Hold	11,000	–	–	0.01%	241
2020 Q1	$69K	Buy	+11,000	New	+$92.2K	0.01%	192

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

CreativeOne Wealth's X Position: Q3 2020 in Review

CreativeOne Wealth sold out of US Steel (X) in Q3 2020, closing a stake of 11,000 shares — an estimated $79K sold.

CreativeOne Wealth first reported a position in X in Q1 2020 and held it in 2 quarters. The position peaked at $79K in Q2 2020. 299 funds tracked by Wall St. Rank hold X as of Q3 2020.

CreativeOne Wealth reported no remaining US Steel position as of Q3 2020 after selling out during the quarter.
CreativeOne Wealth sold 11,000 US Steel shares in Q3 2020, an estimated $79K.
CreativeOne Wealth first reported a position in US Steel in Q1 2020 and held it in 2 quarters.
CreativeOne Wealth's US Steel position peaked at $79K in Q2 2020.
299 funds tracked by Wall St. Rank held US Steel as of Q3 2020.

Based on CreativeOne Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.