Phoenix Wealth Advisors’s Steel Dynamics STLD Stock Holding History

Phoenix Wealth Advisors’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
2021 Q3	–	Sell	-250	Closed	-$15K	–	392
2021 Q2	$15K	Buy	+250	New	+$14.7K	0.01%	277

Other funds holding STLD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Phoenix Wealth Advisors's STLD Position: Q3 2021 in Review

Phoenix Wealth Advisors sold out of Steel Dynamics (STLD) in Q3 2021, closing a stake of 250 shares — an estimated $15K sold.

Phoenix Wealth Advisors first reported a position in STLD in Q2 2021 and held it in 1 quarter. The position peaked at $15K in Q2 2021. 544 funds tracked by Wall St. Rank hold STLD as of Q3 2021.

Phoenix Wealth Advisors reported no remaining Steel Dynamics position as of Q3 2021 after selling out during the quarter.
Phoenix Wealth Advisors sold 250 Steel Dynamics shares in Q3 2021, an estimated $15K.
Phoenix Wealth Advisors first reported a position in Steel Dynamics in Q2 2021 and held it in 1 quarter.
Phoenix Wealth Advisors's Steel Dynamics position peaked at $15K in Q2 2021.
544 funds tracked by Wall St. Rank held Steel Dynamics as of Q3 2021.

Based on Phoenix Wealth Advisors's 13F filing for Q3 2021, filed 15 Nov 2021.