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Selective Wealth Management’s Nucor NUE Stock Holding History

Selective Wealth Management’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
2022
Q4 		– Sell
-115
Closed -$12K – 525
2022
Q3 		$12K Hold
115
– – 0.01% 495
2022
Q2 		$12K Hold
115
– – ﹤0.01% 543
2022
Q1 		$17K Hold
115
– – 0.01% 475
2021
Q4 		$13K Hold
115
– – 0.01% 466
2021
Q3 		$11K Hold
115
– – 0.01% 428
2021
Q2 		$11K Buy
115
+65
+130% +$6.08K 0.01% 335
2021
Q1 		$4K Hold
50
– – ﹤0.01% 328
2020
Q4 		$3K Buy
+50
New +$2.58K ﹤0.01% 322

Other funds holding NUE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Selective Wealth Management's NUE Position: Q4 2022 in Review

Selective Wealth Management sold out of Nucor (NUE) in Q4 2022, closing a stake of 115 shares — an estimated $12K sold.

Selective Wealth Management first reported a position in NUE in Q4 2020 and held it in 8 quarters. The position peaked at $17K in Q1 2022. 1,139 funds tracked by Wall St. Rank hold NUE as of Q4 2022.

  • Selective Wealth Management reported no remaining Nucor position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 115 Nucor shares in Q4 2022, an estimated $12K.
  • Selective Wealth Management first reported a position in Nucor in Q4 2020 and held it in 8 quarters.
  • Selective Wealth Management's Nucor position peaked at $17K in Q1 2022.
  • 1,139 funds tracked by Wall St. Rank held Nucor as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.