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Heritage Wealth Management (Arizona)’s Steel Dynamics STLD Stock Holding History

Heritage Wealth Management (Arizona)’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
2022
Q2 		– Sell
-44
Closed -$4K – 1055
2022
Q1 		$4K Buy
+44
New +$2.97K ﹤0.01% 835
2021
Q3 		$3K Hold
44
– – ﹤0.01% 794
2021
Q2 		$3K Buy
+44
New +$2.58K ﹤0.01% 818

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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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal London Asset Management
Royal London Asset Management United Kingdom $47.7B AUM 29.41% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s STLD Position: Q2 2022 in Review

Heritage Wealth Management (Arizona) sold out of Steel Dynamics (STLD) in Q2 2022, closing a stake of 44 shares — an estimated $4K sold.

Heritage Wealth Management (Arizona) first reported a position in STLD in Q2 2021 and held it in 3 quarters. The position peaked at $4K in Q1 2022. 599 funds tracked by Wall St. Rank hold STLD as of Q2 2022.

  • Heritage Wealth Management (Arizona) reported no remaining Steel Dynamics position as of Q2 2022 after selling out during the quarter.
  • Heritage Wealth Management (Arizona) sold 44 Steel Dynamics shares in Q2 2022, an estimated $4K.
  • Heritage Wealth Management (Arizona) first reported a position in Steel Dynamics in Q2 2021 and held it in 3 quarters.
  • Heritage Wealth Management (Arizona)'s Steel Dynamics position peaked at $4K in Q1 2022.
  • 599 funds tracked by Wall St. Rank held Steel Dynamics as of Q2 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q2 2022, filed 15 Aug 2022.