Optimum Investment Advisors’s US Steel X Stock Holding History

Optimum Investment 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
2021 Q3	–	Sell	-700	Closed	-$17K	–	928
2021 Q2	$17K	Hold	700	–	–	0.01%	688
2021 Q1	$18K	Hold	700	–	–	0.01%	689
2020 Q4	$12K	Hold	700	–	–	﹤0.01%	710
2020 Q3	$5K	Hold	700	–	–	﹤0.01%	769
2020 Q2	$5K	Hold	700	–	–	﹤0.01%	758
2020 Q1	$4K	Hold	700	–	–	﹤0.01%	785
2019 Q4	$8K	Hold	700	–	–	﹤0.01%	809
2019 Q3	$8K	Hold	700	–	–	﹤0.01%	839
2019 Q2	$11K	Hold	700	–	–	﹤0.01%	782
2019 Q1	$14K	Sell	700 -600	-46%	-$12.8K	﹤0.01%	753
2018 Q4	$24K	Hold	1,300	–	–	0.01%	623
2018 Q3	$40K	Hold	1,300	–	–	0.01%	584
2018 Q2	$45K	Hold	1,300	–	–	0.01%	551
2018 Q1	$46K	Buy	+1,300	New	+$51.2K	0.01%	538

Other funds holding X

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Optimum Investment Advisors's X Position: Q3 2021 in Review

Optimum Investment Advisors sold out of US Steel (X) in Q3 2021, closing a stake of 700 shares — an estimated $17K sold.

Optimum Investment Advisors first reported a position in X in Q1 2018 and held it in 14 quarters. The position peaked at $46K in Q1 2018. 402 funds tracked by Wall St. Rank hold X as of Q3 2021.

Optimum Investment Advisors reported no remaining US Steel position as of Q3 2021 after selling out during the quarter.
Optimum Investment Advisors sold 700 US Steel shares in Q3 2021, an estimated $17K.
Optimum Investment Advisors first reported a position in US Steel in Q1 2018 and held it in 14 quarters.
Optimum Investment Advisors's US Steel position peaked at $46K in Q1 2018.
402 funds tracked by Wall St. Rank held US Steel as of Q3 2021.

Based on Optimum Investment Advisors's 13F filing for Q3 2021, filed 12 Oct 2021.