Harvest Group Wealth Management’s US Steel X Stock Holding History

Harvest Group Wealth Management’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
2021 Q1	–	Sell	-1,049	Closed	-$18K	–	728
2020 Q4	$18K	Buy	+1,049	New	+$13K	0.01%	184
2020 Q1	–	Sell	-332	Closed	-$3K	–	1053
2019 Q4	$3K	Buy	332 +32	+11%	+$397	﹤0.01%	552
2019 Q3	$3K	Sell	300 -206	-41%	-$2.65K	﹤0.01%	607
2019 Q2	$7K	Buy	506 +206	+69%	+$3.17K	0.01%	297
2019 Q1	$6K	Buy	+300	New	+$6.38K	0.01%	360

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Harvest Group Wealth Management's X Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of US Steel (X) in Q1 2021, closing a stake of 1,049 shares — an estimated $18K sold.

Harvest Group Wealth Management first reported a position in X in Q1 2019 and held it in 5 quarters. The position peaked at $18K in Q4 2020. 347 funds tracked by Wall St. Rank hold X as of Q1 2021.

Harvest Group Wealth Management reported no remaining US Steel position as of Q1 2021 after selling out during the quarter.
Harvest Group Wealth Management sold 1,049 US Steel shares in Q1 2021, an estimated $18K.
Harvest Group Wealth Management first reported a position in US Steel in Q1 2019 and held it in 5 quarters.
Harvest Group Wealth Management's US Steel position peaked at $18K in Q4 2020.
347 funds tracked by Wall St. Rank held US Steel as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.