IAA
X

Independent Advisor Alliance’s US Steel X Stock Holding History

Independent Advisor Alliance’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
2020
Q2 		– Sell
-50,391
Closed -$318K – 548
2020
Q1 		$318K Buy
+50,391
New +$422K 0.05% 271
2018
Q4 		– Sell
-7,353
Closed -$222K – 467
2018
Q3 		$222K Sell
7,353
-6,672
-48% -$215K 0.04% 323
2018
Q2 		$487K Buy
14,025
+83
+0.6% +$2.97K 0.1% 190
2018
Q1 		$477K Buy
13,942
+120
+0.9% +$4.73K 0.11% 198
2017
Q4 		$545K Buy
13,822
+621
+5% +$18.1K 0.12% 175
2017
Q3 		$330K Buy
13,201
+1,200
+10% +$29.4K 0.09% 201
2017
Q2 		$262K Buy
+12,001
New +$285K 0.08% 204

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCM
CAAS Capital Management New York $934M AUM 1.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Independent Advisor Alliance's X Position: Q2 2020 in Review

Independent Advisor Alliance sold out of US Steel (X) in Q2 2020, closing a stake of 50,391 shares — an estimated $318K sold.

Independent Advisor Alliance first reported a position in X in Q2 2017 and held it in 7 quarters. The position peaked at $545K in Q4 2017. 304 funds tracked by Wall St. Rank hold X as of Q2 2020.

  • Independent Advisor Alliance reported no remaining US Steel position as of Q2 2020 after selling out during the quarter.
  • Independent Advisor Alliance sold 50,391 US Steel shares in Q2 2020, an estimated $318K.
  • Independent Advisor Alliance first reported a position in US Steel in Q2 2017 and held it in 7 quarters.
  • Independent Advisor Alliance's US Steel position peaked at $545K in Q4 2017.
  • 304 funds tracked by Wall St. Rank held US Steel as of Q2 2020.

Based on Independent Advisor Alliance's 13F filing for Q2 2020, filed 6 Aug 2020.