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TWM
Tradition Wealth Management’s
Steel Dynamics
STLD
Stock Holding History
Tradition Wealth Management’s Portfolio
STLD Stock Details
STLD Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q1
–
Sell
-285
Closed
-$34K
–
1079
2023
Q4
$34K
Buy
285
+32
+13%
+$3.57K
﹤0.01%
713
2023
Q3
$27K
Buy
253
+1
+0.4%
+$104
﹤0.01%
769
2023
Q2
$27K
Sell
252
-156
-38%
-$15.9K
﹤0.01%
805
2023
Q1
$46K
Sell
408
-203
-33%
-$23.6K
0.01%
632
2022
Q4
$60K
Buy
611
+6
+1%
+$577
0.01%
486
2022
Q3
$43K
Buy
605
+1
+0.2%
+$76
0.01%
548
2022
Q2
$40K
Buy
604
+1
+0.2%
+$80
0.01%
500
2022
Q1
$50K
Sell
603
-64
-10%
-$4.32K
0.01%
519
2021
Q4
$41K
Buy
667
+302
+83%
+$18.9K
0.01%
581
2021
Q3
$21K
Hold
365
–
–
﹤0.01%
716
2021
Q2
$22K
Buy
365
+100
+38%
+$5.87K
﹤0.01%
740
2021
Q1
$13K
Hold
265
–
–
﹤0.01%
725
2020
Q4
$10K
Buy
+265
New
+$9.2K
﹤0.01%
747
Other funds holding STLD
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.72T AUM
30.48%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Royal London Asset Management
United Kingdom
$47.7B AUM
29.41%
1-Year Est. Return
T. Rowe Price Associates
Baltimore, Maryland
$865B AUM
30.76%
1-Year Est. Return
Invesco
Atlanta, Georgia
$1.02T AUM
30.18%
1-Year Est. Return
Capital Research Global Investors
Los Angeles, California
$645B AUM
30.41%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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