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Financial Advisory Partners’s Nucor NUE Stock Holding History

Financial Advisory Partners’s Portfolio NUE Stock Details NUE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-29,137
Closed -$3.84M – 67
2022
Q4 		$3.84M Sell
29,137
-3,992
-12% -$543K 1.58% 27
2022
Q3 		$3.54M Sell
33,129
-285
-0.9% -$35.8K 1.54% 25
2022
Q2 		$3.49M Sell
33,414
-18,454
-36% -$2.5M 1.44% 36
2022
Q1 		$7.71M Sell
51,868
-691
-1% -$84.8K 2.85% 6
2021
Q4 		$6M Buy
+52,559
New +$5.75M 2.19% 7

Other funds holding NUE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Financial Advisory Partners's NUE Position: Q1 2023 in Review

Financial Advisory Partners sold out of Nucor (NUE) in Q1 2023, closing a stake of 29,137 shares — an estimated $3.84M sold.

Financial Advisory Partners first reported a position in NUE in Q4 2021 and held it in 5 quarters. The position peaked at $7.71M in Q1 2022. 1,188 funds tracked by Wall St. Rank hold NUE as of Q1 2023.

  • Financial Advisory Partners reported no remaining Nucor position as of Q1 2023 after selling out during the quarter.
  • Financial Advisory Partners sold 29,137 Nucor shares in Q1 2023, an estimated $3.84M.
  • Financial Advisory Partners first reported a position in Nucor in Q4 2021 and held it in 5 quarters.
  • Financial Advisory Partners's Nucor position peaked at $7.71M in Q1 2022.
  • 1,188 funds tracked by Wall St. Rank held Nucor as of Q1 2023.

Based on Financial Advisory Partners's 13F filing for Q1 2023, filed 4 Oct 2023.