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Financial Synergies Wealth Advisors’s Nucor NUE Stock Holding History

Financial Synergies Wealth Advisors’s Portfolio NUE Stock Details NUE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-71
Closed -$14.1K – 325
2024
Q1 		$14.1K Buy
71
+66
+1,320% +$12.1K ﹤0.01% 226
2023
Q4 		$660 Hold
5
– – ﹤0.01% 362
2023
Q3 		$782 Hold
5
– – ﹤0.01% 408
2023
Q2 		$820 Hold
5
– – ﹤0.01% 403
2023
Q1 		$773 Hold
5
– – ﹤0.01% 399
2022
Q4 		$660 Hold
5
– – ﹤0.01% 362
2022
Q3 		$535 Hold
5
– – ﹤0.01% 359
2022
Q2 		$523 Buy
+5
New +$677 ﹤0.01% 373

Other funds holding NUE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Financial Synergies Wealth Advisors's NUE Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Nucor (NUE) in Q2 2024, closing a stake of 71 shares — an estimated $14.1K sold.

Financial Synergies Wealth Advisors first reported a position in NUE in Q2 2022 and held it in 8 quarters. The position peaked at $14.1K in Q1 2024. 1,232 funds tracked by Wall St. Rank hold NUE as of Q2 2024.

  • Financial Synergies Wealth Advisors reported no remaining Nucor position as of Q2 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 71 Nucor shares in Q2 2024, an estimated $14.1K.
  • Financial Synergies Wealth Advisors first reported a position in Nucor in Q2 2022 and held it in 8 quarters.
  • Financial Synergies Wealth Advisors's Nucor position peaked at $14.1K in Q1 2024.
  • 1,232 funds tracked by Wall St. Rank held Nucor as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.