HWMA
X

Heritage Wealth Management (Arizona)’s US Steel X Stock Holding History

Heritage Wealth Management (Arizona)’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
2022
Q4 		$3.01K Buy
120
+60
+100% +$1.38K ﹤0.01% 941
2022
Q3 		$1K Sell
60
-1,240
-95% -$26.5K ﹤0.01% 993
2022
Q2 		$23.3K Buy
+1,300
New +$35.5K 0.01% 516

Other funds holding X

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s X Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its US Steel (X) stake by 100% in Q4 2022, buying an estimated $1.38K and bringing the position to 120 shares worth $3.01K. The position accounts for ﹤0.01% of the portfolio, ranked #941.

Heritage Wealth Management (Arizona) first reported a position in X in Q2 2022 and has held it in 3 quarters since. The position peaked at $23.3K in Q2 2022. 425 funds tracked by Wall St. Rank hold X as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 120 shares of US Steel worth $3.01K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 60 US Steel shares in Q4 2022, an estimated $1.38K.
  • US Steel made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #941 holding.
  • Heritage Wealth Management (Arizona) first reported a position in US Steel in Q2 2022 and has held it in 3 quarters since.
  • Heritage Wealth Management (Arizona)'s US Steel position peaked at $23.3K in Q2 2022.
  • 425 funds tracked by Wall St. Rank held US Steel as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.