MLFP
X

MPS Loria Financial Planners’s US Steel X Stock Holding History

MPS Loria Financial Planners’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
2021
Q2 		– Sell
-64
Closed -$1K – 567
2021
Q1 		$1K Hold
64
– – ﹤0.01% 545
2020
Q4 		$1K Hold
64
– – ﹤0.01% 590
2020
Q3 		$0 Hold
64
– – ﹤0.01% 349
2020
Q2 		$0 Buy
+64
New +$499 ﹤0.01% 346
2017
Q3 		– Sell
-82
Closed -$2K – 348
2017
Q2 		$2K Buy
+82
New +$1.95K ﹤0.01% 362

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

MPS Loria Financial Planners's X Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of US Steel (X) in Q2 2021, closing a stake of 64 shares — an estimated $1K sold.

MPS Loria Financial Planners first reported a position in X in Q2 2017 and held it in 5 quarters. The position peaked at $2K in Q2 2017. 382 funds tracked by Wall St. Rank hold X as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining US Steel position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 64 US Steel shares in Q2 2021, an estimated $1K.
  • MPS Loria Financial Planners first reported a position in US Steel in Q2 2017 and held it in 5 quarters.
  • MPS Loria Financial Planners's US Steel position peaked at $2K in Q2 2017.
  • 382 funds tracked by Wall St. Rank held US Steel as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.