EDRIA
X

Edmonds Duncan Registered Investment Advisors’s US Steel X Stock Holding History

Edmonds Duncan Registered Investment 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
Q2 		– Sell
-8,103
Closed -$211K – 152
2023
Q1 		$211K Buy
+8,103
New +$225K 0.07% 125

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
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
KL
KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Edmonds Duncan Registered Investment Advisors's X Position: Q2 2023 in Review

Edmonds Duncan Registered Investment Advisors sold out of US Steel (X) in Q2 2023, closing a stake of 8,103 shares — an estimated $211K sold.

Edmonds Duncan Registered Investment Advisors first reported a position in X in Q1 2023 and held it in 1 quarter. The position peaked at $211K in Q1 2023. 424 funds tracked by Wall St. Rank hold X as of Q2 2023.

  • Edmonds Duncan Registered Investment Advisors reported no remaining US Steel position as of Q2 2023 after selling out during the quarter.
  • Edmonds Duncan Registered Investment Advisors sold 8,103 US Steel shares in Q2 2023, an estimated $211K.
  • Edmonds Duncan Registered Investment Advisors first reported a position in US Steel in Q1 2023 and held it in 1 quarter.
  • Edmonds Duncan Registered Investment Advisors's US Steel position peaked at $211K in Q1 2023.
  • 424 funds tracked by Wall St. Rank held US Steel as of Q2 2023.

Based on Edmonds Duncan Registered Investment Advisors's 13F filing for Q2 2023, filed 6 Jul 2023.