Fiduciary Alliance’s US Steel X Stock Holding History

Fiduciary Alliance’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	-11	Closed	-$275	–	957
2023 Q2	$275	Buy	+11	New	+$256	﹤0.01%	955
2023 Q1	–	Sell	-11	Closed	-$276	–	877
2022 Q4	$276	Buy	+11	New	+$254	﹤0.01%	885

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

Fiduciary Alliance's X Position: Q3 2023 in Review

Fiduciary Alliance sold out of US Steel (X) in Q3 2023, closing a stake of 11 shares — an estimated $275 sold.

Fiduciary Alliance first reported a position in X in Q4 2022 and held it in 2 quarters. The position peaked at $276 in Q4 2022. 459 funds tracked by Wall St. Rank hold X as of Q3 2023.

Fiduciary Alliance reported no remaining US Steel position as of Q3 2023 after selling out during the quarter.
Fiduciary Alliance sold 11 US Steel shares in Q3 2023, an estimated $275.
Fiduciary Alliance first reported a position in US Steel in Q4 2022 and held it in 2 quarters.
Fiduciary Alliance's US Steel position peaked at $276 in Q4 2022.
459 funds tracked by Wall St. Rank held US Steel as of Q3 2023.

Based on Fiduciary Alliance's 13F filing for Q3 2023, filed 18 Oct 2023.