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Foundations Investment Advisors’s Steel Dynamics STLD Stock Holding History

Foundations Investment Advisors’s Portfolio STLD Stock Details STLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-2,471
Closed -$296K – 749
2023
Q4 		$296K Buy
2,471
+1
+0% +$111 0.01% 551
2023
Q3 		$265K Buy
+2,470
New +$257K 0.01% 542

Other funds holding STLD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Royal London Asset Management
Royal London Asset Management United Kingdom $47.7B AUM 29.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Foundations Investment Advisors's STLD Position: Q1 2024 in Review

Foundations Investment Advisors sold out of Steel Dynamics (STLD) in Q1 2024, closing a stake of 2,471 shares — an estimated $296K sold.

Foundations Investment Advisors first reported a position in STLD in Q3 2023 and held it in 2 quarters. The position peaked at $296K in Q4 2023. 780 funds tracked by Wall St. Rank hold STLD as of Q1 2024.

  • Foundations Investment Advisors reported no remaining Steel Dynamics position as of Q1 2024 after selling out during the quarter.
  • Foundations Investment Advisors sold 2,471 Steel Dynamics shares in Q1 2024, an estimated $296K.
  • Foundations Investment Advisors first reported a position in Steel Dynamics in Q3 2023 and held it in 2 quarters.
  • Foundations Investment Advisors's Steel Dynamics position peaked at $296K in Q4 2023.
  • 780 funds tracked by Wall St. Rank held Steel Dynamics as of Q1 2024.

Based on Foundations Investment Advisors's 13F filing for Q1 2024, filed 13 May 2024.