IGWM
X

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

ICA 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
2024
Q2 		$30.2K Sell
800
-300
-27% -$11.4K 0.02% 298
2024
Q1 		$44.9K Hold
1,100
– – 0.01% 578
2023
Q4 		$53.5K Buy
+1,100
New +$40K 0.01% 501
2023
Q3 		– Sell
-1,100
Closed -$27.5K – 1251
2023
Q2 		$27.5K Hold
1,100
– – 0.01% 625
2023
Q1 		$28.7K Hold
1,100
– – 0.01% 587
2022
Q4 		$27.6K Buy
+1,100
New +$25.4K 0.01% 625

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
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
KL
KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 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

ICA Group Wealth Management's X Position: Q2 2024 in Review

ICA Group Wealth Management reduced its US Steel (X) stake by 27% in Q2 2024, selling an estimated $11.4K and leaving 800 shares worth $30.2K. The position accounts for 0.02% of the portfolio, ranked #298.

ICA Group Wealth Management first reported a position in X in Q4 2022 and has held it in 6 quarters since. The position peaked at $53.5K in Q4 2023. 468 funds tracked by Wall St. Rank hold X as of Q2 2024.

  • ICA Group Wealth Management held 800 shares of US Steel worth $30.2K as of Q2 2024.
  • ICA Group Wealth Management sold 300 US Steel shares in Q2 2024, an estimated $11.4K.
  • US Steel made up 0.02% of ICA Group Wealth Management's portfolio in Q2 2024, its #298 holding.
  • ICA Group Wealth Management first reported a position in US Steel in Q4 2022 and has held it in 6 quarters since.
  • ICA Group Wealth Management's US Steel position peaked at $53.5K in Q4 2023.
  • 468 funds tracked by Wall St. Rank held US Steel as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.