LHWM
X

Lake Hills Wealth Management’s US Steel X Stock Holding History

Lake Hills 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
Q4 		– Sell
-9,464
Closed -$334K – 66
2024
Q3 		$334K Buy
9,464
+3,045
+47% +$116K 0.22% 40
2024
Q2 		$243K Buy
+6,419
New +$245K 0.17% 43

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Lake Hills Wealth Management's X Position: Q4 2024 in Review

Lake Hills Wealth Management sold out of US Steel (X) in Q4 2024, closing a stake of 9,464 shares — an estimated $334K sold.

Lake Hills Wealth Management first reported a position in X in Q2 2024 and held it in 2 quarters. The position peaked at $334K in Q3 2024. 503 funds tracked by Wall St. Rank hold X as of Q4 2024.

  • Lake Hills Wealth Management reported no remaining US Steel position as of Q4 2024 after selling out during the quarter.
  • Lake Hills Wealth Management sold 9,464 US Steel shares in Q4 2024, an estimated $334K.
  • Lake Hills Wealth Management first reported a position in US Steel in Q2 2024 and held it in 2 quarters.
  • Lake Hills Wealth Management's US Steel position peaked at $334K in Q3 2024.
  • 503 funds tracked by Wall St. Rank held US Steel as of Q4 2024.

Based on Lake Hills Wealth Management's 13F filing for Q4 2024, filed 17 Jan 2025.