River Wealth Advisors’s Steel Dynamics STLD Stock Holding History

River 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
2023 Q4	–	Sell	-2,269	Closed	-$243K	–	215
2023 Q3	$243K	Sell	2,269 -59	-3%	-$6.14K	0.04%	181
2023 Q2	$254K	Sell	2,328 -313	-12%	-$31.8K	0.04%	189
2023 Q1	$299K	Hold	2,641	–	–	0.05%	176
2022 Q4	$258K	Buy	+2,641	New	+$254K	0.05%	188
2019 Q1	–	Sell	-1,350	Closed	-$41K	–	445
2018 Q4	$41K	Hold	1,350	–	–	0.02%	267
2018 Q3	$61K	Sell	1,350 -200	-13%	-$9.21K	0.02%	261
2018 Q2	$71K	Buy	+1,550	New	+$73.3K	0.03%	237

Other funds holding STLD

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

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

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

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

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

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

Royal London Asset Management United Kingdom $54.3B AUM 39.21% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

River Wealth Advisors's STLD Position: Q4 2023 in Review

River Wealth Advisors sold out of Steel Dynamics (STLD) in Q4 2023, closing a stake of 2,269 shares — an estimated $243K sold.

River Wealth Advisors first reported a position in STLD in Q2 2018 and held it in 7 quarters. The position peaked at $299K in Q1 2023. 767 funds tracked by Wall St. Rank hold STLD as of Q4 2023.

River Wealth Advisors reported no remaining Steel Dynamics position as of Q4 2023 after selling out during the quarter.
River Wealth Advisors sold 2,269 Steel Dynamics shares in Q4 2023, an estimated $243K.
River Wealth Advisors first reported a position in Steel Dynamics in Q2 2018 and held it in 7 quarters.
River Wealth Advisors's Steel Dynamics position peaked at $299K in Q1 2023.
767 funds tracked by Wall St. Rank held Steel Dynamics as of Q4 2023.

Based on River Wealth Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.