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Primoris Wealth Advisors’s Steel Dynamics STLD Stock Holding History

Primoris 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
2022
Q1 		– Sell
-45,814
Closed -$2.85M – 89
2021
Q4 		$2.85M Buy
+45,814
New +$2.87M 2.3% 17

Other funds holding STLD

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Royal London Asset Management
Royal London Asset Management United Kingdom $54.3B AUM 39.21% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Primoris Wealth Advisors's STLD Position: Q1 2022 in Review

Primoris Wealth Advisors sold out of Steel Dynamics (STLD) in Q1 2022, closing a stake of 45,814 shares — an estimated $2.85M sold.

Primoris Wealth Advisors first reported a position in STLD in Q4 2021 and held it in 1 quarter. The position peaked at $2.85M in Q4 2021. 609 funds tracked by Wall St. Rank hold STLD as of Q1 2022.

  • Primoris Wealth Advisors reported no remaining Steel Dynamics position as of Q1 2022 after selling out during the quarter.
  • Primoris Wealth Advisors sold 45,814 Steel Dynamics shares in Q1 2022, an estimated $2.85M.
  • Primoris Wealth Advisors first reported a position in Steel Dynamics in Q4 2021 and held it in 1 quarter.
  • Primoris Wealth Advisors's Steel Dynamics position peaked at $2.85M in Q4 2021.
  • 609 funds tracked by Wall St. Rank held Steel Dynamics as of Q1 2022.

Based on Primoris Wealth Advisors's 13F filing for Q1 2022, filed 29 Apr 2022.