Polaris Wealth Advisory Group’s US Steel X Stock Holding History

Polaris Wealth Advisory Group’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 Q2	–	Sell	-890,821	Closed	-$19.6M	–	212
2021 Q1	$19.6M	Buy	+890,821	New	+$17.6M	1.26%	33

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

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

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

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

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

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Polaris Wealth Advisory Group's X Position: Q2 2021 in Review

Polaris Wealth Advisory Group sold out of US Steel (X) in Q2 2021, closing a stake of 890,821 shares — an estimated $19.6M sold.

Polaris Wealth Advisory Group first reported a position in X in Q1 2021 and held it in 1 quarter. The position peaked at $19.6M in Q1 2021. 382 funds tracked by Wall St. Rank hold X as of Q2 2021.

Polaris Wealth Advisory Group reported no remaining US Steel position as of Q2 2021 after selling out during the quarter.
Polaris Wealth Advisory Group sold 890,821 US Steel shares in Q2 2021, an estimated $19.6M.
Polaris Wealth Advisory Group first reported a position in US Steel in Q1 2021 and held it in 1 quarter.
Polaris Wealth Advisory Group's US Steel position peaked at $19.6M in Q1 2021.
382 funds tracked by Wall St. Rank held US Steel as of Q2 2021.

Based on Polaris Wealth Advisory Group's 13F filing for Q2 2021, filed 23 Jul 2021.