High Net Worth Advisory Group’s US Steel X Stock Holding History

High Net Worth Advisory Group’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
2023 Q1	–	Sell	-400	Closed	-$10K	–	586
2022 Q4	$10K	Hold	400	–	–	﹤0.01%	505
2022 Q3	$7K	Hold	400	–	–	﹤0.01%	569
2022 Q2	$7K	Hold	400	–	–	﹤0.01%	563
2022 Q1	$15K	Hold	400	–	–	0.01%	487
2021 Q4	$10K	Buy	+400	New	+$9.43K	﹤0.01%	547

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

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

SPC

Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

DSC

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

High Net Worth Advisory Group's X Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of US Steel (X) in Q1 2023, closing a stake of 400 shares — an estimated $10K sold.

High Net Worth Advisory Group first reported a position in X in Q4 2021 and held it in 5 quarters. The position peaked at $15K in Q1 2022. 442 funds tracked by Wall St. Rank hold X as of Q1 2023.

High Net Worth Advisory Group reported no remaining US Steel position as of Q1 2023 after selling out during the quarter.
High Net Worth Advisory Group sold 400 US Steel shares in Q1 2023, an estimated $10K.
High Net Worth Advisory Group first reported a position in US Steel in Q4 2021 and held it in 5 quarters.
High Net Worth Advisory Group's US Steel position peaked at $15K in Q1 2022.
442 funds tracked by Wall St. Rank held US Steel as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.