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TrinityPoint Wealth’s Nucor NUE Stock Holding History

TrinityPoint Wealth’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
-1,164
Closed -$230K – 326
2024
Q1 		$230K Buy
+1,164
New +$213K 0.04% 277
2023
Q3 		– Sell
-1,247
Closed -$205K – 299
2023
Q2 		$205K Sell
1,247
-76
-6% -$11.1K 0.04% 265
2023
Q1 		$204K Buy
+1,323
New +$210K 0.04% 259
2022
Q2 		– Sell
-2,530
Closed -$376K – 302
2022
Q1 		$376K Sell
2,530
-151
-6% -$18.5K 0.07% 213
2021
Q4 		$306K Sell
2,681
-446
-14% -$48.8K 0.05% 251
2021
Q3 		$308K Buy
+3,127
New +$332K 0.06% 236

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

TrinityPoint Wealth's NUE Position: Q2 2024 in Review

TrinityPoint Wealth sold out of Nucor (NUE) in Q2 2024, closing a stake of 1,164 shares — an estimated $230K sold.

TrinityPoint Wealth first reported a position in NUE in Q3 2021 and held it in 6 quarters. The position peaked at $376K in Q1 2022. 1,232 funds tracked by Wall St. Rank hold NUE as of Q2 2024.

  • TrinityPoint Wealth reported no remaining Nucor position as of Q2 2024 after selling out during the quarter.
  • TrinityPoint Wealth sold 1,164 Nucor shares in Q2 2024, an estimated $230K.
  • TrinityPoint Wealth first reported a position in Nucor in Q3 2021 and held it in 6 quarters.
  • TrinityPoint Wealth's Nucor position peaked at $376K in Q1 2022.
  • 1,232 funds tracked by Wall St. Rank held Nucor as of Q2 2024.

Based on TrinityPoint Wealth's 13F filing for Q2 2024, filed 30 Jul 2024.