LFA
X

Legend Financial Advisors’s US Steel X Stock Holding History

Legend Financial 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
2025
Q1 		– Sell
-147
Closed -$5K – 257
2024
Q4 		$5K Buy
+147
New +$5.42K ﹤0.01% 157
2024
Q3 		– Sell
-147
Closed -$5.56K – 284
2024
Q2 		$5.56K Buy
147
+95
+183% +$3.63K ﹤0.01% 185
2024
Q1 		$2.13K Hold
52
– – ﹤0.01% 175
2023
Q4 		$2.54K Hold
52
– – ﹤0.01% 174
2023
Q3 		$1.7K Hold
52
– – ﹤0.01% 182
2023
Q2 		$1.3K Hold
52
– – ﹤0.01% 203
2023
Q1 		$1.36K Buy
+52
New +$1.45K ﹤0.01% 218

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
TCIM
TOMS Capital Investment Management New York $3.81B AUM 26.36% 1-Year Est. Return
CHP
Castle Hook Partners New York $23.4B AUM 158.96% 1-Year Est. Return
CAU
Caxton Associates (UK) London $4.42B AUM 49.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Legend Financial Advisors's X Position: Q1 2025 in Review

Legend Financial Advisors sold out of US Steel (X) in Q1 2025, closing a stake of 147 shares — an estimated $5K sold.

Legend Financial Advisors first reported a position in X in Q1 2023 and held it in 7 quarters. The position peaked at $5.56K in Q2 2024. 506 funds tracked by Wall St. Rank hold X as of Q1 2025.

  • Legend Financial Advisors reported no remaining US Steel position as of Q1 2025 after selling out during the quarter.
  • Legend Financial Advisors sold 147 US Steel shares in Q1 2025, an estimated $5K.
  • Legend Financial Advisors first reported a position in US Steel in Q1 2023 and held it in 7 quarters.
  • Legend Financial Advisors's US Steel position peaked at $5.56K in Q2 2024.
  • 506 funds tracked by Wall St. Rank held US Steel as of Q1 2025.

Based on Legend Financial Advisors's 13F filing for Q1 2025, filed 14 May 2025.