NWMG
STLD icon

National Wealth Management Group’s Steel Dynamics STLD Stock Holding History

National Wealth Management Group’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
2024
Q2 		– Sell
-3,613
Closed -$536K – 154
2024
Q1 		$536K Buy
+3,613
New +$454K 0.42% 56
2023
Q1 		– Sell
-4,255
Closed -$416K – 166
2022
Q4 		$416K Buy
+4,255
New +$409K 0.5% 67

Other funds holding STLD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Royal London Asset Management
Royal London Asset Management United Kingdom $54.3B AUM 39.21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

National Wealth Management Group's STLD Position: Q2 2024 in Review

National Wealth Management Group sold out of Steel Dynamics (STLD) in Q2 2024, closing a stake of 3,613 shares — an estimated $536K sold.

National Wealth Management Group first reported a position in STLD in Q4 2022 and held it in 2 quarters. The position peaked at $536K in Q1 2024. 782 funds tracked by Wall St. Rank hold STLD as of Q2 2024.

  • National Wealth Management Group reported no remaining Steel Dynamics position as of Q2 2024 after selling out during the quarter.
  • National Wealth Management Group sold 3,613 Steel Dynamics shares in Q2 2024, an estimated $536K.
  • National Wealth Management Group first reported a position in Steel Dynamics in Q4 2022 and held it in 2 quarters.
  • National Wealth Management Group's Steel Dynamics position peaked at $536K in Q1 2024.
  • 782 funds tracked by Wall St. Rank held Steel Dynamics as of Q2 2024.

Based on National Wealth Management Group's 13F filing for Q2 2024, filed 9 Aug 2024.