PCWA
X

Pacific Capital Wealth Advisors’s US Steel X Stock Holding History

Pacific Capital Wealth 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
-1,055
Closed -$35.9K – 390
2024
Q4 		$35.9K Hold
1,055
– – 0.01% 177
2024
Q3 		$37.3K Hold
1,055
– – 0.01% 183
2024
Q2 		$39.9K Hold
1,055
– – 0.01% 176
2024
Q1 		$43K Buy
1,055
+541
+105% +$24.8K 0.01% 147
2023
Q4 		$25K Buy
+514
New +$18.7K 0.01% 178

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

Pacific Capital Wealth Advisors's X Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of US Steel (X) in Q1 2025, closing a stake of 1,055 shares — an estimated $35.9K sold.

Pacific Capital Wealth Advisors first reported a position in X in Q4 2023 and held it in 5 quarters. The position peaked at $43K in Q1 2024. 506 funds tracked by Wall St. Rank hold X as of Q1 2025.

  • Pacific Capital Wealth Advisors reported no remaining US Steel position as of Q1 2025 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 1,055 US Steel shares in Q1 2025, an estimated $35.9K.
  • Pacific Capital Wealth Advisors first reported a position in US Steel in Q4 2023 and held it in 5 quarters.
  • Pacific Capital Wealth Advisors's US Steel position peaked at $43K in Q1 2024.
  • 506 funds tracked by Wall St. Rank held US Steel as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.