Ropes Wealth Advisors’s Nucor NUE Stock Holding History

Ropes Wealth Advisors’s Portfolio NUE Stock Details NUE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-4	Closed	–	–	601
2020 Q4	$0	Buy	+4	New	+$207	﹤0.01%	887
2020 Q3	–	Sell	-207	Closed	-$9K	–	652
2020 Q2	$9K	Hold	207	–	–	﹤0.01%	453
2020 Q1	$7K	Hold	207	–	–	﹤0.01%	441
2019 Q4	$12K	Hold	207	–	–	﹤0.01%	454
2019 Q3	$11K	Sell	207 -67	-24%	-$3.5K	﹤0.01%	471
2019 Q2	$15K	Sell	274 -301	-52%	-$16.5K	﹤0.01%	457
2019 Q1	$34K	Buy	+575	New	+$33.7K	0.01%	372
2015 Q3	–	Sell	-17	Closed	-$1K	–	422
2015 Q2	$1K	Hold	17	–	–	﹤0.01%	302
2015 Q1	$1K	Buy	+17	New	+$794	﹤0.01%	308

Other funds holding NUE

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Ropes Wealth Advisors's NUE Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of Nucor (NUE) in Q1 2021, closing a stake of 4 shares.

Ropes Wealth Advisors first reported a position in NUE in Q1 2015 and held it in 9 quarters. The position peaked at $34K in Q1 2019. 849 funds tracked by Wall St. Rank hold NUE as of Q1 2021.

Ropes Wealth Advisors reported no remaining Nucor position as of Q1 2021 after selling out during the quarter.
Ropes Wealth Advisors sold 4 Nucor shares in Q1 2021.
Ropes Wealth Advisors first reported a position in Nucor in Q1 2015 and held it in 9 quarters.
Ropes Wealth Advisors's Nucor position peaked at $34K in Q1 2019.
849 funds tracked by Wall St. Rank held Nucor as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.