JWCA
X

J.W. Cole Advisors’s US Steel X Stock Holding History

J.W. Cole Advisors’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
2022
Q2 		– Sell
-6,816
Closed -$257K – 829
2022
Q1 		$257K Buy
+6,816
New +$184K 0.02% 672

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
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
KL
KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return

J.W. Cole Advisors's X Position: Q2 2022 in Review

J.W. Cole Advisors sold out of US Steel (X) in Q2 2022, closing a stake of 6,816 shares — an estimated $257K sold.

J.W. Cole Advisors first reported a position in X in Q1 2022 and held it in 1 quarter. The position peaked at $257K in Q1 2022. 438 funds tracked by Wall St. Rank hold X as of Q2 2022.

  • J.W. Cole Advisors reported no remaining US Steel position as of Q2 2022 after selling out during the quarter.
  • J.W. Cole Advisors sold 6,816 US Steel shares in Q2 2022, an estimated $257K.
  • J.W. Cole Advisors first reported a position in US Steel in Q1 2022 and held it in 1 quarter.
  • J.W. Cole Advisors's US Steel position peaked at $257K in Q1 2022.
  • 438 funds tracked by Wall St. Rank held US Steel as of Q2 2022.

Based on J.W. Cole Advisors's 13F filing for Q2 2022, filed 27 Jul 2022.