FGAM
X

Financial Gravity Asset Management’s US Steel X Stock Holding History

Financial Gravity Asset 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
2024
Q2 		– Sell
-31
Closed -$1.28K – 2457
2024
Q1 		$1.28K Buy
+31
New +$1.42K ﹤0.01% 1193
2023
Q3 		– Sell
-25
Closed -$2.17K – 1793
2023
Q2 		$2.17K Sell
25
-1
-4% -$23 0.01% 626
2023
Q1 		$1 Buy
26
+1
+4% +$28 ﹤0.01% 1096
2022
Q4 		$2.82K Buy
+25
New +$577 0.01% 487

Other funds holding X

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
KL
KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Financial Gravity Asset Management's X Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of US Steel (X) in Q2 2024, closing a stake of 31 shares — an estimated $1.28K sold.

Financial Gravity Asset Management first reported a position in X in Q4 2022 and held it in 4 quarters. The position peaked at $2.82K in Q4 2022. 468 funds tracked by Wall St. Rank hold X as of Q2 2024.

  • Financial Gravity Asset Management reported no remaining US Steel position as of Q2 2024 after selling out during the quarter.
  • Financial Gravity Asset Management sold 31 US Steel shares in Q2 2024, an estimated $1.28K.
  • Financial Gravity Asset Management first reported a position in US Steel in Q4 2022 and held it in 4 quarters.
  • Financial Gravity Asset Management's US Steel position peaked at $2.82K in Q4 2022.
  • 468 funds tracked by Wall St. Rank held US Steel as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.