PFGIA
X

Patriot Financial Group Insurance Agency’s US Steel X Stock Holding History

Patriot Financial Group Insurance Agency’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
2022
Q3 		– Sell
-6,476
Closed -$116K – 1963
2022
Q2 		$116K Sell
6,476
-583
-8% -$15.9K 0.02% 510
2022
Q1 		$266K Sell
7,059
-7,306
-51% -$198K 0.05% 355
2021
Q4 		$342K Buy
14,365
+7,731
+117% +$182K 0.06% 319
2021
Q3 		$146K Buy
6,634
+2,799
+73% +$70K 0.03% 534
2021
Q2 		$92K Buy
+3,835
New +$94.4K 0.02% 657
2020
Q4 		– Sell
-100
Closed -$1K – 2017
2020
Q3 		$1K Sell
100
-43
-30% -$326 ﹤0.01% 1628
2020
Q2 		$1K Buy
143
+43
+43% +$336 ﹤0.01% 1606
2020
Q1 		$1K Buy
+100
New +$838 ﹤0.01% 1515

Other funds holding X

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
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Patriot Financial Group Insurance Agency's X Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of US Steel (X) in Q3 2022, closing a stake of 6,476 shares — an estimated $116K sold.

Patriot Financial Group Insurance Agency first reported a position in X in Q1 2020 and held it in 8 quarters. The position peaked at $342K in Q4 2021. 410 funds tracked by Wall St. Rank hold X as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining US Steel position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 6,476 US Steel shares in Q3 2022, an estimated $116K.
  • Patriot Financial Group Insurance Agency first reported a position in US Steel in Q1 2020 and held it in 8 quarters.
  • Patriot Financial Group Insurance Agency's US Steel position peaked at $342K in Q4 2021.
  • 410 funds tracked by Wall St. Rank held US Steel as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.