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TFO Wealth Partners’s Nucor NUE Stock Holding History

TFO Wealth Partners’s Portfolio NUE Stock Details NUE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-7
Closed -$1.39K – 536
2024
Q1 		$1.39K Sell
7
-11
-61% -$2.01K ﹤0.01% 134
2023
Q4 		$3.13K Hold
18
– – ﹤0.01% 119
2023
Q3 		$2.95K Buy
18
+11
+157% +$1.82K ﹤0.01% 189
2023
Q2 		$1.15K Hold
7
– – ﹤0.01% 200
2023
Q1 		$1.08K Buy
7
+4
+133% +$636 ﹤0.01% 164
2022
Q4 		$42 Buy
+3
New +$408 ﹤0.01% 874
2020
Q3 		– Sell
-1,000
Closed -$41K – 173
2020
Q2 		$41K Hold
1,000
– – 0.02% 54
2020
Q1 		$36K Hold
1,000
– – 0.02% 66
2019
Q4 		$56K Buy
+1,000
New +$54.5K 0.05% 61

Other funds holding NUE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

TFO Wealth Partners's NUE Position: Q2 2024 in Review

TFO Wealth Partners sold out of Nucor (NUE) in Q2 2024, closing a stake of 7 shares — an estimated $1.39K sold.

TFO Wealth Partners first reported a position in NUE in Q4 2019 and held it in 9 quarters. The position peaked at $56K in Q4 2019. 1,232 funds tracked by Wall St. Rank hold NUE as of Q2 2024.

  • TFO Wealth Partners reported no remaining Nucor position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 7 Nucor shares in Q2 2024, an estimated $1.39K.
  • TFO Wealth Partners first reported a position in Nucor in Q4 2019 and held it in 9 quarters.
  • TFO Wealth Partners's Nucor position peaked at $56K in Q4 2019.
  • 1,232 funds tracked by Wall St. Rank held Nucor as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.