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TFO Wealth Partners’s Steel Dynamics STLD Stock Holding History

TFO Wealth Partners’s Portfolio STLD Stock Details STLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-10
Closed -$1.48K – 660
2024
Q1 		$1.48K Sell
10
-2
-17% -$251 ﹤0.01% 130
2023
Q4 		$1.42K Hold
12
– – ﹤0.01% 161
2023
Q3 		$1.31K Buy
12
+2
+20% +$208 ﹤0.01% 240
2023
Q2 		$1.09K Hold
10
– – ﹤0.01% 201
2023
Q1 		$1.13K Buy
10
+5
+100% +$581 ﹤0.01% 162
2022
Q4 		$388 Buy
+5
New +$481 ﹤0.01% 517

Other funds holding STLD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Royal London Asset Management
Royal London Asset Management United Kingdom $54.3B AUM 39.21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

TFO Wealth Partners sold out of Steel Dynamics (STLD) in Q2 2024, closing a stake of 10 shares — an estimated $1.48K sold.

TFO Wealth Partners first reported a position in STLD in Q4 2022 and held it in 6 quarters. The position peaked at $1.48K in Q1 2024. 782 funds tracked by Wall St. Rank hold STLD as of Q2 2024.

  • TFO Wealth Partners reported no remaining Steel Dynamics position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 10 Steel Dynamics shares in Q2 2024, an estimated $1.48K.
  • TFO Wealth Partners first reported a position in Steel Dynamics in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's Steel Dynamics position peaked at $1.48K in Q1 2024.
  • 782 funds tracked by Wall St. Rank held Steel Dynamics as of Q2 2024.

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