SWP
ZEUS

Stratos Wealth Partners’s Olympic Steel ZEUS Stock Holding History

Stratos Wealth Partners’s Portfolio ZEUS Stock Details ZEUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-3,042
Closed -$203K – 1462
2023
Q4 		$203K Sell
3,042
-4,648
-60% -$255K ﹤0.01% 1270
2023
Q3 		$432K Sell
7,690
-1,278
-14% -$66K 0.01% 876
2023
Q2 		$439K Sell
8,968
-259
-3% -$12.2K 0.01% 816
2023
Q1 		$482K Buy
+9,227
New +$426K 0.01% 716

Other funds holding ZEUS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Stratos Wealth Partners's ZEUS Position: Q1 2024 in Review

Stratos Wealth Partners sold out of Olympic Steel (ZEUS) in Q1 2024, closing a stake of 3,042 shares — an estimated $203K sold.

Stratos Wealth Partners first reported a position in ZEUS in Q1 2023 and held it in 4 quarters. The position peaked at $482K in Q1 2023. 162 funds tracked by Wall St. Rank hold ZEUS as of Q1 2024.

  • Stratos Wealth Partners reported no remaining Olympic Steel position as of Q1 2024 after selling out during the quarter.
  • Stratos Wealth Partners sold 3,042 Olympic Steel shares in Q1 2024, an estimated $203K.
  • Stratos Wealth Partners first reported a position in Olympic Steel in Q1 2023 and held it in 4 quarters.
  • Stratos Wealth Partners's Olympic Steel position peaked at $482K in Q1 2023.
  • 162 funds tracked by Wall St. Rank held Olympic Steel as of Q1 2024.

Based on Stratos Wealth Partners's 13F filing for Q1 2024, filed 16 Apr 2024.