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Financial Advocates Investment Management’s Nucor NUE Stock Holding History

Financial Advocates Investment Management’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
-2,465
Closed -$325K – 796
2022
Q4 		$325K Buy
2,465
+162
+7% +$22K 0.02% 541
2022
Q3 		$246K Buy
+2,303
New +$289K 0.02% 609
2022
Q2 		– Sell
-1,970
Closed -$293K – 758
2022
Q1 		$293K Sell
1,970
-15
-0.8% -$1.84K 0.02% 585
2021
Q4 		$227K Buy
+1,985
New +$217K 0.01% 699
2021
Q3 		– Sell
-2,302
Closed -$221K – 777
2021
Q2 		$221K Buy
+2,302
New +$215K 0.01% 681

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 $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Financial Advocates Investment Management's NUE Position: Q1 2023 in Review

Financial Advocates Investment Management sold out of Nucor (NUE) in Q1 2023, closing a stake of 2,465 shares — an estimated $325K sold.

Financial Advocates Investment Management first reported a position in NUE in Q2 2021 and held it in 5 quarters. The position peaked at $325K in Q4 2022. 1,189 funds tracked by Wall St. Rank hold NUE as of Q1 2023.

  • Financial Advocates Investment Management reported no remaining Nucor position as of Q1 2023 after selling out during the quarter.
  • Financial Advocates Investment Management sold 2,465 Nucor shares in Q1 2023, an estimated $325K.
  • Financial Advocates Investment Management first reported a position in Nucor in Q2 2021 and held it in 5 quarters.
  • Financial Advocates Investment Management's Nucor position peaked at $325K in Q4 2022.
  • 1,189 funds tracked by Wall St. Rank held Nucor as of Q1 2023.

Based on Financial Advocates Investment Management's 13F filing for Q1 2023, filed 11 May 2023.