FAIM
X

Financial Advocates Investment Management’s US Steel X Stock Holding History

Financial Advocates Investment Management’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
2022
Q2 		– Sell
-37,219
Closed -$1.41M – 796
2022
Q1 		$1.41M Sell
37,219
-40,944
-52% -$1.11M 0.09% 238
2021
Q4 		$1.86M Buy
+78,163
New +$1.84M 0.12% 210
2018
Q4 		– Sell
-11,050
Closed -$337K – 515
2018
Q3 		$337K Buy
+11,050
New +$356K 0.04% 362

Other funds holding X

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
KL
KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return

Financial Advocates Investment Management's X Position: Q2 2022 in Review

Financial Advocates Investment Management sold out of US Steel (X) in Q2 2022, closing a stake of 37,219 shares — an estimated $1.41M sold.

Financial Advocates Investment Management first reported a position in X in Q3 2018 and held it in 3 quarters. The position peaked at $1.86M in Q4 2021. 439 funds tracked by Wall St. Rank hold X as of Q2 2022.

  • Financial Advocates Investment Management reported no remaining US Steel position as of Q2 2022 after selling out during the quarter.
  • Financial Advocates Investment Management sold 37,219 US Steel shares in Q2 2022, an estimated $1.41M.
  • Financial Advocates Investment Management first reported a position in US Steel in Q3 2018 and held it in 3 quarters.
  • Financial Advocates Investment Management's US Steel position peaked at $1.86M in Q4 2021.
  • 439 funds tracked by Wall St. Rank held US Steel as of Q2 2022.

Based on Financial Advocates Investment Management's 13F filing for Q2 2022, filed 12 Aug 2022.