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Selective Wealth Management’s Steel Dynamics STLD Stock Holding History

Selective Wealth Management’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
Q4 		– Sell
-130
Closed -$9K – 650
2022
Q3 		$9K Sell
130
-750
-85% -$56.8K ﹤0.01% 534
2022
Q2 		$58K Buy
880
+300
+52% +$24K 0.02% 300
2022
Q1 		$48K Buy
580
+80
+16% +$5.4K 0.02% 308
2021
Q4 		$31K Buy
+500
New +$31.3K 0.01% 346

Other funds holding STLD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Royal London Asset Management
Royal London Asset Management United Kingdom $47.7B AUM 29.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Selective Wealth Management sold out of Steel Dynamics (STLD) in Q4 2022, closing a stake of 130 shares — an estimated $9K sold.

Selective Wealth Management first reported a position in STLD in Q4 2021 and held it in 4 quarters. The position peaked at $58K in Q2 2022. 675 funds tracked by Wall St. Rank hold STLD as of Q4 2022.

  • Selective Wealth Management reported no remaining Steel Dynamics position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 130 Steel Dynamics shares in Q4 2022, an estimated $9K.
  • Selective Wealth Management first reported a position in Steel Dynamics in Q4 2021 and held it in 4 quarters.
  • Selective Wealth Management's Steel Dynamics position peaked at $58K in Q2 2022.
  • 675 funds tracked by Wall St. Rank held Steel Dynamics as of Q4 2022.

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