Focused Wealth Management’s US Steel X Stock Holding History

Focused Wealth 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
2021 Q4	–	Sell	-5,000	Closed	-$5K	–	1111
2021 Q3	$5K	Sell	5,000 -7,000	-58%	-$175K	﹤0.01%	729
2021 Q2	$10K	Buy	+12,000	New	+$295K	﹤0.01%	617

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

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

SCP

Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Focused Wealth Management's X Position: Q1 2016 in Review

Focused Wealth Management sold out of US Steel (X) in Q1 2016, closing a stake of 3,789 shares — an estimated $30K sold.

Focused Wealth Management first reported a position in X in Q4 2015 and held it in 1 quarter. The position peaked at $30K in Q4 2015. 260 funds tracked by Wall St. Rank hold X as of Q1 2016.

Focused Wealth Management reported no remaining US Steel position as of Q1 2016 after selling out during the quarter.
Focused Wealth Management sold 3,789 US Steel shares in Q1 2016, an estimated $30K.
Focused Wealth Management first reported a position in US Steel in Q4 2015 and held it in 1 quarter.
Focused Wealth Management's US Steel position peaked at $30K in Q4 2015.
260 funds tracked by Wall St. Rank held US Steel as of Q1 2016.

Based on Focused Wealth Management's 13F filing for Q1 2016, filed 11 May 2016.