PMFA
X

Plante Moran Financial Advisors’s US Steel X Stock Holding History

Plante Moran Financial 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
Q4 		– Sell
-56
Closed -$1K – 1117
2021
Q3 		$1K Buy
+56
New +$1.4K ﹤0.01% 911
2019
Q1 		– Sell
-295
Closed -$5K – 962
2018
Q4 		$5K Buy
295
+35
+13% +$876 ﹤0.01% 610
2018
Q3 		$8K Hold
260
– – ﹤0.01% 539
2018
Q2 		$9K Hold
260
– – ﹤0.01% 564
2018
Q1 		$9K Sell
260
-515
-66% -$20.3K ﹤0.01% 631
2017
Q4 		$27K Buy
+775
New +$22.5K 0.02% 458
2016
Q2 		– Sell
-500
Closed -$8K – 949
2016
Q1 		$8K Sell
500
-500
-50% -$4.98K 0.01% 521
2015
Q4 		$8K Buy
+1,000
New +$9.83K 0.01% 622
2014
Q3 		– Sell
-16
Closed – – 861
2014
Q2 		$0 Hold
16
– – ﹤0.01% 857
2014
Q1 		$0 Sell
16
-458
-97% -$12K ﹤0.01% 710
2013
Q4 		$14K Buy
474
+458
+2,863% +$11.8K 0.01% 400
2013
Q3 		$0 Buy
+16
New +$301 ﹤0.01% 674

Other funds holding X

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SCP
Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Plante Moran Financial Advisors's X Position: Q4 2021 in Review

Plante Moran Financial Advisors sold out of US Steel (X) in Q4 2021, closing a stake of 56 shares — an estimated $1K sold.

Plante Moran Financial Advisors first reported a position in X in Q3 2013 and held it in 12 quarters. The position peaked at $27K in Q4 2017. 429 funds tracked by Wall St. Rank hold X as of Q4 2021.

  • Plante Moran Financial Advisors reported no remaining US Steel position as of Q4 2021 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 56 US Steel shares in Q4 2021, an estimated $1K.
  • Plante Moran Financial Advisors first reported a position in US Steel in Q3 2013 and held it in 12 quarters.
  • Plante Moran Financial Advisors's US Steel position peaked at $27K in Q4 2017.
  • 429 funds tracked by Wall St. Rank held US Steel as of Q4 2021.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2021, filed 9 Feb 2022.