KWM
X

Kingsview Wealth Management’s US Steel X Stock Holding History

Kingsview 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
Q1 		– Sell
-4,508
Closed -$219K – 1081
2023
Q4 		$219K Buy
+4,508
New +$164K 0.01% 872
2021
Q4 		– Sell
-16,342
Closed -$359K – 1050
2021
Q3 		$359K Buy
+16,342
New +$409K 0.02% 633

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
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
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
TAL
TIG Advisors LLC New York $2.16B AUM 72.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kingsview Wealth Management's X Position: Q1 2024 in Review

Kingsview Wealth Management sold out of US Steel (X) in Q1 2024, closing a stake of 4,508 shares — an estimated $219K sold.

Kingsview Wealth Management first reported a position in X in Q3 2021 and held it in 2 quarters. The position peaked at $359K in Q3 2021. 495 funds tracked by Wall St. Rank hold X as of Q1 2024.

  • Kingsview Wealth Management reported no remaining US Steel position as of Q1 2024 after selling out during the quarter.
  • Kingsview Wealth Management sold 4,508 US Steel shares in Q1 2024, an estimated $219K.
  • Kingsview Wealth Management first reported a position in US Steel in Q3 2021 and held it in 2 quarters.
  • Kingsview Wealth Management's US Steel position peaked at $359K in Q3 2021.
  • 495 funds tracked by Wall St. Rank held US Steel as of Q1 2024.

Based on Kingsview Wealth Management's 13F filing for Q1 2024, filed 9 May 2024.