SPIA
USAP

Steward Partners Investment Advisory’s Universal Stainless & Alloy USAP Stock Holding History

Steward Partners Investment Advisory’s Portfolio USAP Stock Details USAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-2,900
Closed -$112K – 4127
2024
Q3 		$112K Buy
+2,900
New +$103K ﹤0.01% 1820

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MA
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Fidelity International
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AllianceBernstein
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JCP
JB Capital Partners Armonk, New York $581M AUM 46.16% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return

Steward Partners Investment Advisory's USAP Position: Q4 2024 in Review

Steward Partners Investment Advisory sold out of Universal Stainless & Alloy (USAP) in Q4 2024, closing a stake of 2,900 shares — an estimated $112K sold.

Steward Partners Investment Advisory first reported a position in USAP in Q3 2024 and held it in 1 quarter. The position peaked at $112K in Q3 2024. 132 funds tracked by Wall St. Rank hold USAP as of Q4 2024.

  • Steward Partners Investment Advisory reported no remaining Universal Stainless & Alloy position as of Q4 2024 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 2,900 Universal Stainless & Alloy shares in Q4 2024, an estimated $112K.
  • Steward Partners Investment Advisory first reported a position in Universal Stainless & Alloy in Q3 2024 and held it in 1 quarter.
  • Steward Partners Investment Advisory's Universal Stainless & Alloy position peaked at $112K in Q3 2024.
  • 132 funds tracked by Wall St. Rank held Universal Stainless & Alloy as of Q4 2024.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2024, filed 6 Feb 2025.