Shelton Wealth Management’s US Steel X Stock Holding History

Shelton Wealth Management’s Portfolio X Stock Details X Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-12,683	Closed	-$318K	–	72
2022 Q4	$318K	Sell	12,683 -4,907	-28%	-$113K	0.25%	51
2022 Q3	$319K	Sell	17,590 -42	-0.2%	-$898	0.28%	44
2022 Q2	$316K	Buy	17,632 +1,644	+10%	+$44.9K	0.27%	46
2022 Q1	$603K	Buy	15,988 +3,585	+29%	+$97K	0.48%	33
2021 Q4	$295K	Buy	+12,403	New	+$292K	0.23%	54

Other funds holding X

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

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

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

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

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

SPC

Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

Shelton Wealth Management's X Position: Q1 2023 in Review

Shelton Wealth Management sold out of US Steel (X) in Q1 2023, closing a stake of 12,683 shares — an estimated $318K sold.

Shelton Wealth Management first reported a position in X in Q4 2021 and held it in 5 quarters. The position peaked at $603K in Q1 2022. 442 funds tracked by Wall St. Rank hold X as of Q1 2023.

Shelton Wealth Management reported no remaining US Steel position as of Q1 2023 after selling out during the quarter.
Shelton Wealth Management sold 12,683 US Steel shares in Q1 2023, an estimated $318K.
Shelton Wealth Management first reported a position in US Steel in Q4 2021 and held it in 5 quarters.
Shelton Wealth Management's US Steel position peaked at $603K in Q1 2022.
442 funds tracked by Wall St. Rank held US Steel as of Q1 2023.

Based on Shelton Wealth Management's 13F filing for Q1 2023, filed 8 May 2023.