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Global Wealth Management Investment Advisory’s Steel Dynamics STLD Stock Holding History

Global Wealth Management Investment Advisory’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
-150
Closed -$17.7K – 394
2023
Q4 		$17.7K Hold
150
– – ﹤0.01% 260
2023
Q3 		$16.1K Hold
150
– – ﹤0.01% 265
2023
Q2 		$16.3K Buy
+150
New +$15.3K ﹤0.01% 264
2022
Q3 		– Sell
-150
Closed -$10K – 426
2022
Q2 		$10K Hold
150
– – ﹤0.01% 285
2022
Q1 		$13K Hold
150
– – ﹤0.01% 297
2021
Q4 		$9K Hold
150
– – ﹤0.01% 319
2021
Q3 		$9K Hold
150
– – ﹤0.01% 329
2021
Q2 		$9K Buy
+150
New +$8.8K ﹤0.01% 306
2019
Q2 		– Sell
-15
Closed -$1K – 782
2019
Q1 		$1K Sell
15
-125
-89% -$4.44K ﹤0.01% 647
2018
Q4 		$4K Buy
+140
New +$5.29K ﹤0.01% 523

Other funds holding STLD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $653B AUM 32.41% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return