GI
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Gradient Investments’s Worthington Steel WS Stock Holding History

Gradient Investments’s Portfolio WS Stock Details WS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-585
Closed -$19.5K – 1303
2024
Q2 		$19.5K Hold
585
– – ﹤0.01% 643
2024
Q1 		$21K Sell
585
-23
-4% -$698 ﹤0.01% 534
2023
Q4 		$17.1K Buy
+608
New +$16.7K ﹤0.01% 732

Other funds holding WS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Gradient Investments's WS Position: Q3 2024 in Review

Gradient Investments sold out of Worthington Steel (WS) in Q3 2024, closing a stake of 585 shares — an estimated $19.5K sold.

Gradient Investments first reported a position in WS in Q4 2023 and held it in 3 quarters. The position peaked at $21K in Q1 2024. 219 funds tracked by Wall St. Rank hold WS as of Q3 2024.

  • Gradient Investments reported no remaining Worthington Steel position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 585 Worthington Steel shares in Q3 2024, an estimated $19.5K.
  • Gradient Investments first reported a position in Worthington Steel in Q4 2023 and held it in 3 quarters.
  • Gradient Investments's Worthington Steel position peaked at $21K in Q1 2024.
  • 219 funds tracked by Wall St. Rank held Worthington Steel as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.