PWMG
X

Prestige Wealth Management Group’s US Steel X Stock Holding History

Prestige Wealth Management 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
2025
Q2 		– Sell
-274
Closed -$11.6K – 1064
2025
Q1 		$11.6K Hold
274
– – ﹤0.01% 413
2024
Q4 		$9.31K Hold
274
– – ﹤0.01% 476
2024
Q3 		$9.68K Hold
274
– – ﹤0.01% 460
2024
Q2 		$10.4K Hold
274
– – ﹤0.01% 401
2024
Q1 		$11.2K Hold
274
– – ﹤0.01% 425
2023
Q4 		$13.3K Hold
274
– – ﹤0.01% 394
2023
Q3 		$8.9K Buy
274
+36
+15% +$1.01K ﹤0.01% 459
2023
Q2 		$5.95K Sell
238
-42
-15% -$977 ﹤0.01% 553
2023
Q1 		$7.31K Hold
280
– – ﹤0.01% 501
2022
Q4 		$7.01K Buy
280
+42
+18% +$969 ﹤0.01% 542
2022
Q3 		$4K Sell
238
-84
-26% -$1.8K ﹤0.01% 633
2022
Q2 		$6K Sell
322
-83
-20% -$2.27K ﹤0.01% 559
2022
Q1 		$15K Buy
405
+44
+12% +$1.19K ﹤0.01% 398
2021
Q4 		$9K Hold
361
– – ﹤0.01% 510
2021
Q3 		$8K Hold
361
– – ﹤0.01% 542
2021
Q2 		$9K Hold
361
– – ﹤0.01% 507
2021
Q1 		$9K Sell
361
-94
-21% -$1.86K ﹤0.01% 504
2020
Q4 		$8K Buy
+455
New +$5.66K ﹤0.01% 502
2019
Q4 		– Sell
-500
Closed -$6K – 684
2019
Q3 		$6K Hold
500
– – ﹤0.01% 402
2019
Q2 		$8K Hold
500
– – ﹤0.01% 354
2019
Q1 		$10K Buy
500
+296
+145% +$6.3K 0.01% 339
2018
Q4 		$4K Buy
+204
New +$5.11K ﹤0.01% 681

Other funds holding X

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
CAWM
Capital A Wealth Management New Castle, Pennsylvania $8.94M AUM
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Prestige Wealth Management Group's X Position: Q2 2025 in Review

Prestige Wealth Management Group sold out of US Steel (X) in Q2 2025, closing a stake of 274 shares — an estimated $11.6K sold.

Prestige Wealth Management Group first reported a position in X in Q4 2018 and held it in 22 quarters. The position peaked at $15K in Q1 2022. 6 funds tracked by Wall St. Rank hold X as of Q2 2025.

  • Prestige Wealth Management Group reported no remaining US Steel position as of Q2 2025 after selling out during the quarter.
  • Prestige Wealth Management Group sold 274 US Steel shares in Q2 2025, an estimated $11.6K.
  • Prestige Wealth Management Group first reported a position in US Steel in Q4 2018 and held it in 22 quarters.
  • Prestige Wealth Management Group's US Steel position peaked at $15K in Q1 2022.
  • 6 funds tracked by Wall St. Rank held US Steel as of Q2 2025.

Based on Prestige Wealth Management Group's 13F filing for Q2 2025, filed 14 Aug 2025.