First Personal Financial Services’s US Steel X Stock Holding History

First Personal Financial Services’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 Q3	$71	Buy	+2	New	+$76	﹤0.01%	563
2017 Q4	–	Sell	-749	Closed	-$19K	–	1012
2017 Q3	$19K	Buy	+749	New	+$18.3K	﹤0.01%	599
2016 Q2	–	Sell	-120	Closed	-$2K	–	836
2016 Q1	$2K	Hold	120	–	–	﹤0.01%	307
2015 Q4	$1K	Hold	120	–	–	﹤0.01%	383
2015 Q3	$2K	Hold	120	–	–	﹤0.01%	403
2015 Q2	$3K	Hold	120	–	–	﹤0.01%	368
2015 Q1	$3K	Hold	120	–	–	﹤0.01%	398
2014 Q4	$3K	Buy	+120	New	+$4K	﹤0.01%	347

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

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

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

Norges Bank Oslo, Norway $935B AUM

DSC

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Personal Financial Services's X Position: Q3 2024 in Review

First Personal Financial Services opened a new position in US Steel (X) in Q3 2024: 2 shares worth $71. The stake represents ﹤0.01% of the portfolio and ranks #563 among its holdings. This is a return to the name: First Personal Financial Services previously reported a position in X as recently as Q3 2017.

First Personal Financial Services first reported a position in X in Q4 2014 and has held it in 8 quarters since. The position peaked at $19K in Q3 2017. 475 funds tracked by Wall St. Rank hold X as of Q3 2024.

First Personal Financial Services held 2 shares of US Steel worth $71 as of Q3 2024.
US Steel was a new First Personal Financial Services position in Q3 2024.
US Steel made up ﹤0.01% of First Personal Financial Services's portfolio in Q3 2024, its #563 holding.
First Personal Financial Services first reported a position in US Steel in Q4 2014 and has held it in 8 quarters since.
First Personal Financial Services's US Steel position peaked at $19K in Q3 2017.
475 funds tracked by Wall St. Rank held US Steel as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.