SWA
X

SOA Wealth Advisors’s US Steel X Stock Holding History

SOA Wealth Advisors’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
2024
Q2 		– Sell
-545
Closed -$22.2K – 921
2024
Q1 		$22.2K Sell
545
-5
-0.9% -$229 ﹤0.01% 427
2023
Q4 		$26.8K Hold
550
– – 0.01% 378
2023
Q3 		$17.9K Hold
550
– – ﹤0.01% 440
2023
Q2 		$13.8K Sell
550
-3
-0.5% -$70 ﹤0.01% 490
2023
Q1 		$14.4K Hold
553
– – ﹤0.01% 481
2022
Q4 		$13.9K Hold
553
– – ﹤0.01% 471
2022
Q3 		$10K Hold
553
– – ﹤0.01% 518
2022
Q2 		$9K Hold
553
– – ﹤0.01% 518
2022
Q1 		$20K Hold
553
– – ﹤0.01% 469
2021
Q4 		$12K Hold
553
– – ﹤0.01% 543
2021
Q3 		$12K Sell
553
-5
-0.9% -$125 ﹤0.01% 558
2021
Q2 		$13K Hold
558
– – ﹤0.01% 538
2021
Q1 		$14K Hold
558
– – ﹤0.01% 466
2020
Q4 		$9K Buy
+558
New +$6.94K ﹤0.01% 538

Other funds holding X

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
KL
KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SOA Wealth Advisors's X Position: Q2 2024 in Review

SOA Wealth Advisors sold out of US Steel (X) in Q2 2024, closing a stake of 545 shares — an estimated $22.2K sold.

SOA Wealth Advisors first reported a position in X in Q4 2020 and held it in 14 quarters. The position peaked at $26.8K in Q4 2023. 468 funds tracked by Wall St. Rank hold X as of Q2 2024.

  • SOA Wealth Advisors reported no remaining US Steel position as of Q2 2024 after selling out during the quarter.
  • SOA Wealth Advisors sold 545 US Steel shares in Q2 2024, an estimated $22.2K.
  • SOA Wealth Advisors first reported a position in US Steel in Q4 2020 and held it in 14 quarters.
  • SOA Wealth Advisors's US Steel position peaked at $26.8K in Q4 2023.
  • 468 funds tracked by Wall St. Rank held US Steel as of Q2 2024.

Based on SOA Wealth Advisors's 13F filing for Q2 2024, filed 17 Jul 2024.