Fortis Group Advisors’s US Steel X Stock Holding History

Fortis Group Advisors’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
2025 Q1	–	Sell	-91	Closed	-$3.09K	–	540
2024 Q4	$3.09K	Hold	91	–	–	﹤0.01%	402
2024 Q3	$3.21K	Hold	91	–	–	﹤0.01%	393
2024 Q2	$3.44K	Hold	91	–	–	﹤0.01%	384
2024 Q1	$3.71K	Sell	91 -91	-50%	-$4.16K	﹤0.01%	395
2023 Q4	$8.85K	Buy	182 +91	+100%	+$3.31K	﹤0.01%	309
2023 Q3	$2.96K	Buy	+91	New	+$2.55K	﹤0.01%	337
2020 Q3	$0	Buy	+15	New	+$114	﹤0.01%	482

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

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

TCIM

TOMS Capital Investment Management New York $3.81B AUM 26.36% 1-Year Est. Return

CHP

Castle Hook Partners New York $23.4B AUM 158.96% 1-Year Est. Return

CAU

Caxton Associates (UK) London $4.42B AUM 49.83% 1-Year Est. Return

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

Fortis Group Advisors's X Position: Q1 2025 in Review

Fortis Group Advisors sold out of US Steel (X) in Q1 2025, closing a stake of 91 shares — an estimated $3.09K sold.

Fortis Group Advisors first reported a position in X in Q3 2020 and held it in 7 quarters. The position peaked at $8.85K in Q4 2023. 506 funds tracked by Wall St. Rank hold X as of Q1 2025.

Fortis Group Advisors reported no remaining US Steel position as of Q1 2025 after selling out during the quarter.
Fortis Group Advisors sold 91 US Steel shares in Q1 2025, an estimated $3.09K.
Fortis Group Advisors first reported a position in US Steel in Q3 2020 and held it in 7 quarters.
Fortis Group Advisors's US Steel position peaked at $8.85K in Q4 2023.
506 funds tracked by Wall St. Rank held US Steel as of Q1 2025.

Based on Fortis Group Advisors's 13F filing for Q1 2025, filed 2 May 2025.