Financial Architects (New Jersey)’s US Steel X Stock Holding History

Financial Architects (New Jersey)’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
2019 Q3	–	Sell	-300	Closed	-$5K	–	1220
2019 Q2	$5K	Sell	300 -2,312	-89%	-$35.6K	﹤0.01%	1007
2019 Q1	$51K	Buy	2,612 +53	+2%	+$1.13K	0.01%	599
2018 Q4	$47K	Buy	2,559 +653	+34%	+$16.3K	0.01%	562
2018 Q3	$58K	Sell	1,906 -50	-3%	-$1.61K	0.01%	589
2018 Q2	$68K	Sell	1,956 -1,199	-38%	-$42.9K	0.01%	486
2018 Q1	$111K	Buy	3,155 +450	+17%	+$17.7K	0.02%	430
2017 Q4	$95K	Sell	2,705 -5,899	-69%	-$172K	0.02%	506
2017 Q3	$221K	Buy	8,604 +5,701	+196%	+$140K	0.04%	304
2017 Q2	$64K	Buy	2,903 +1,702	+142%	+$40.4K	0.01%	601
2017 Q1	$41K	Sell	1,201 -1,900	-61%	-$67.5K	0.01%	724
2016 Q4	$102K	Sell	3,101 -1,947	-39%	-$52K	0.02%	394
2016 Q3	$95K	Buy	5,048 +811	+19%	+$16.7K	0.03%	407
2016 Q2	$71K	Buy	+4,237	New	+$71.2K	0.02%	452
2013 Q4	–	Sell	-100	Closed	-$2K	–	578
2013 Q3	$2K	Buy	+100	New	+$1.88K	﹤0.01%	700

Other funds holding X

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ)

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return