Financial Perspectives’s US Steel X Stock Holding History

Financial Perspectives’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 Q1	–	Sell	-225	Closed	-$10.9K	–	710
2023 Q4	$10.9K	Hold	225	–	–	﹤0.01%	458
2023 Q3	$7.31K	Hold	225	–	–	﹤0.01%	487
2023 Q2	$5.63K	Hold	225	–	–	﹤0.01%	502
2023 Q1	$5.87K	Hold	225	–	–	﹤0.01%	499
2022 Q4	$5.64K	Hold	225	–	–	﹤0.01%	503
2022 Q3	$4.08K	Hold	225	–	–	﹤0.01%	524
2022 Q2	$4.03K	Hold	225	–	–	﹤0.01%	543
2022 Q1	$8.49K	Hold	225	–	–	﹤0.01%	482
2021 Q4	$5.36K	Hold	225	–	–	﹤0.01%	504
2021 Q3	$4.94K	Hold	225	–	–	﹤0.01%	518
2021 Q2	$5.4K	Sell	225 -5,663	-96%	-$139K	﹤0.01%	533
2021 Q1	$225K	Buy	5,888 +5,663	+2,517%	+$112K	0.01%	390
2020 Q4	$3.77K	Hold	225	–	–	﹤0.01%	505
2020 Q3	$1.65K	Hold	225	–	–	﹤0.01%	507
2020 Q2	$1.63K	Hold	225	–	–	﹤0.01%	495
2020 Q1	$1.42K	Hold	225	–	–	﹤0.01%	472
2019 Q4	$2.57K	Buy	+225	New	+$2.79K	﹤0.01%	438

Other funds holding X

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

TAL

TIG Advisors LLC New York $2.16B AUM 72.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Financial Perspectives's X Position: Q1 2024 in Review

Financial Perspectives sold out of US Steel (X) in Q1 2024, closing a stake of 225 shares — an estimated $10.9K sold.

Financial Perspectives first reported a position in X in Q4 2019 and held it in 17 quarters. The position peaked at $225K in Q1 2021. 495 funds tracked by Wall St. Rank hold X as of Q1 2024.

Financial Perspectives reported no remaining US Steel position as of Q1 2024 after selling out during the quarter.
Financial Perspectives sold 225 US Steel shares in Q1 2024, an estimated $10.9K.
Financial Perspectives first reported a position in US Steel in Q4 2019 and held it in 17 quarters.
Financial Perspectives's US Steel position peaked at $225K in Q1 2021.
495 funds tracked by Wall St. Rank held US Steel as of Q1 2024.

Based on Financial Perspectives's 13F filing for Q1 2024, filed 19 Apr 2024.