Icon Wealth Partners’s Nucor NUE Stock Holding History

Icon Wealth Partners’s Portfolio NUE Stock Details NUE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-2,866	Closed	-$230K	–	350
2021 Q1	$230K	Buy	+2,866	New	+$174K	0.03%	306
2020 Q1	–	Sell	-4,457	Closed	-$251K	–	177
2019 Q4	$251K	Buy	4,457 +450	+11%	+$24.5K	0.08%	142
2019 Q3	$204K	Buy	4,007 +231	+6%	+$12.1K	0.07%	154
2019 Q2	$208K	Buy	3,776 +291	+8%	+$16K	0.07%	150
2019 Q1	$203K	Buy	3,485 +86	+3%	+$5.04K	0.08%	148
2018 Q4	$176K	Buy	3,399 +52	+2%	+$3.07K	0.08%	150
2018 Q3	$212K	Sell	3,347 -27	-0.8%	-$1.73K	0.09%	165
2018 Q2	$211K	Sell	3,374 -62	-2%	-$3.96K	0.09%	152
2018 Q1	$210K	Sell	3,436 -48	-1%	-$3.18K	0.11%	159
2017 Q4	$221K	Buy	+3,484	New	+$204K	0.11%	161

Other funds holding NUE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

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

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

Icon Wealth Partners's NUE Position: Q2 2021 in Review

Icon Wealth Partners sold out of Nucor (NUE) in Q2 2021, closing a stake of 2,866 shares — an estimated $230K sold.

Icon Wealth Partners first reported a position in NUE in Q4 2017 and held it in 10 quarters. The position peaked at $251K in Q4 2019. 949 funds tracked by Wall St. Rank hold NUE as of Q2 2021.

Icon Wealth Partners reported no remaining Nucor position as of Q2 2021 after selling out during the quarter.
Icon Wealth Partners sold 2,866 Nucor shares in Q2 2021, an estimated $230K.
Icon Wealth Partners first reported a position in Nucor in Q4 2017 and held it in 10 quarters.
Icon Wealth Partners's Nucor position peaked at $251K in Q4 2019.
949 funds tracked by Wall St. Rank held Nucor as of Q2 2021.

Based on Icon Wealth Partners's 13F filing for Q2 2021, filed 30 Jul 2021.