TWP
X

TFO Wealth Partners’s US Steel X Stock Holding History

TFO Wealth Partners’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
-12
Closed -$489 – 766
2024
Q1 		$489 Hold
12
– – ﹤0.01% 269
2023
Q4 		$584 Sell
12
-13
-52% -$473 ﹤0.01% 294
2023
Q3 		$625 Buy
25
+13
+108% +$365 ﹤0.01% 393
2023
Q2 		$300 Hold
12
– – ﹤0.01% 406
2023
Q1 		$313 Buy
12
+5
+71% +$139 ﹤0.01% 365
2022
Q4 		$264 Buy
+7
New +$161 ﹤0.01% 582

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

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

TFO Wealth Partners sold out of US Steel (X) in Q2 2024, closing a stake of 12 shares — an estimated $489 sold.

TFO Wealth Partners first reported a position in X in Q4 2022 and held it in 6 quarters. The position peaked at $625 in Q3 2023. 468 funds tracked by Wall St. Rank hold X as of Q2 2024.

  • TFO Wealth Partners reported no remaining US Steel position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 12 US Steel shares in Q2 2024, an estimated $489.
  • TFO Wealth Partners first reported a position in US Steel in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's US Steel position peaked at $625 in Q3 2023.
  • 468 funds tracked by Wall St. Rank held US Steel as of Q2 2024.

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