Global Wealth Management Investment Advisory’s Nucor NUE Stock Holding History

Global Wealth Management Investment Advisory’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 Q1	–	Sell	-360	Closed	-$62.7K	–	333
2023 Q4	$62.7K	Hold	360	–	–	0.02%	180
2023 Q3	$56.3K	Hold	360	–	–	0.02%	189
2023 Q2	$59K	Buy	+360	New	+$52.6K	0.02%	189
2022 Q3	–	Sell	-477	Closed	-$50K	–	355
2022 Q2	$50K	Hold	477	–	–	0.02%	178
2022 Q1	$71K	Buy	477 +32	+7%	+$3.93K	0.02%	174
2021 Q4	$51K	Buy	445 +95	+27%	+$10.4K	0.02%	191
2021 Q3	$34K	Hold	350	–	–	0.01%	225
2021 Q2	$34K	Hold	350	–	–	0.01%	214
2021 Q1	$28K	Hold	350	–	–	0.01%	223
2020 Q4	$19K	Hold	350	–	–	0.01%	240
2020 Q3	$16K	Hold	350	–	–	0.01%	241
2020 Q2	$14K	Hold	350	–	–	0.01%	314
2020 Q1	$13K	Buy	350 +100	+40%	+$4.44K	0.01%	304
2019 Q4	$14K	Buy	250 +100	+67%	+$5.45K	0.01%	307
2019 Q3	$8K	Hold	150	–	–	﹤0.01%	353
2019 Q2	$8K	Hold	150	–	–	﹤0.01%	394
2019 Q1	$9K	Hold	150	–	–	﹤0.01%	399
2018 Q4	$8K	Buy	+150	New	+$8.87K	﹤0.01%	426

Other funds holding NUE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Global Wealth Management Investment Advisory's NUE Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of Nucor (NUE) in Q1 2024, closing a stake of 360 shares — an estimated $62.7K sold.

Global Wealth Management Investment Advisory first reported a position in NUE in Q4 2018 and held it in 18 quarters. The position peaked at $71K in Q1 2022. 1,295 funds tracked by Wall St. Rank hold NUE as of Q1 2024.

Global Wealth Management Investment Advisory reported no remaining Nucor position as of Q1 2024 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 360 Nucor shares in Q1 2024, an estimated $62.7K.
Global Wealth Management Investment Advisory first reported a position in Nucor in Q4 2018 and held it in 18 quarters.
Global Wealth Management Investment Advisory's Nucor position peaked at $71K in Q1 2022.
1,295 funds tracked by Wall St. Rank held Nucor as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.