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Financial Synergies Wealth Advisors’s ArcelorMittal MT Stock Holding History

Financial Synergies Wealth Advisors’s Portfolio MT Stock Details MT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-34
Closed -$769 – 502
2022
Q2 		$769 Buy
+34
New +$996 ﹤0.01% 339

Other funds holding MT

GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Optiver Holding
Optiver Holding Amsterdam, Netherlands $289B AUM 33.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Financial Synergies Wealth Advisors's MT Position: Q3 2022 in Review

Financial Synergies Wealth Advisors sold out of ArcelorMittal (MT) in Q3 2022, closing a stake of 34 shares — an estimated $769 sold.

Financial Synergies Wealth Advisors first reported a position in MT in Q2 2022 and held it in 1 quarter. The position peaked at $769 in Q2 2022. 172 funds tracked by Wall St. Rank hold MT as of Q3 2022.

  • Financial Synergies Wealth Advisors reported no remaining ArcelorMittal position as of Q3 2022 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 34 ArcelorMittal shares in Q3 2022, an estimated $769.
  • Financial Synergies Wealth Advisors first reported a position in ArcelorMittal in Q2 2022 and held it in 1 quarter.
  • Financial Synergies Wealth Advisors's ArcelorMittal position peaked at $769 in Q2 2022.
  • 172 funds tracked by Wall St. Rank held ArcelorMittal as of Q3 2022.

Based on Financial Synergies Wealth Advisors's 13F filing for Q3 2022, filed 4 Apr 2024.