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Modera Wealth Management’s Steel Dynamics STLD Stock Holding History

Modera Wealth Management’s Portfolio STLD Stock Details STLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-5,124
Closed -$318K – 562
2021
Q4 		$318K Buy
+5,124
New +$321K 0.01% 387

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Dimensional Fund Advisors
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Wellington Management Group
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Geode Capital Management
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Royal London Asset Management
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Thrivent Financial for Lutherans
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Modera Wealth Management's STLD Position: Q1 2022 in Review

Modera Wealth Management sold out of Steel Dynamics (STLD) in Q1 2022, closing a stake of 5,124 shares — an estimated $318K sold.

Modera Wealth Management first reported a position in STLD in Q4 2021 and held it in 1 quarter. The position peaked at $318K in Q4 2021. 609 funds tracked by Wall St. Rank hold STLD as of Q1 2022.

  • Modera Wealth Management reported no remaining Steel Dynamics position as of Q1 2022 after selling out during the quarter.
  • Modera Wealth Management sold 5,124 Steel Dynamics shares in Q1 2022, an estimated $318K.
  • Modera Wealth Management first reported a position in Steel Dynamics in Q4 2021 and held it in 1 quarter.
  • Modera Wealth Management's Steel Dynamics position peaked at $318K in Q4 2021.
  • 609 funds tracked by Wall St. Rank held Steel Dynamics as of Q1 2022.

Based on Modera Wealth Management's 13F filing for Q1 2022, filed 3 May 2022.