IPW
X

Impact Partnership Wealth’s US Steel X Stock Holding History

Impact Partnership Wealth’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 		– Sell
-2,473
Closed -$101K – 701
2024
Q1 		$101K Buy
2,473
+14
+0.6% +$641 0.04% 255
2023
Q4 		$120K Sell
2,459
-2,561
-51% -$93.1K 0.04% 225
2023
Q3 		$163K Sell
5,020
-8,719
-63% -$245K 0.05% 214
2023
Q2 		$344K Buy
+13,739
New +$320K 0.12% 118

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

Impact Partnership Wealth's X Position: Q2 2024 in Review

Impact Partnership Wealth sold out of US Steel (X) in Q2 2024, closing a stake of 2,473 shares — an estimated $101K sold.

Impact Partnership Wealth first reported a position in X in Q2 2023 and held it in 4 quarters. The position peaked at $344K in Q2 2023. 468 funds tracked by Wall St. Rank hold X as of Q2 2024.

  • Impact Partnership Wealth reported no remaining US Steel position as of Q2 2024 after selling out during the quarter.
  • Impact Partnership Wealth sold 2,473 US Steel shares in Q2 2024, an estimated $101K.
  • Impact Partnership Wealth first reported a position in US Steel in Q2 2023 and held it in 4 quarters.
  • Impact Partnership Wealth's US Steel position peaked at $344K in Q2 2023.
  • 468 funds tracked by Wall St. Rank held US Steel as of Q2 2024.

Based on Impact Partnership Wealth's 13F filing for Q2 2024, filed 2 Aug 2024.