TCPG
X

Trivant Custom Portfolio Group’s US Steel X Stock Holding History

Trivant Custom Portfolio Group’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
2025
Q1 		– Sell
-100
Closed -$3.4K – 220
2024
Q4 		$3.4K Hold
100
– – ﹤0.01% 176
2024
Q3 		$3.53K Hold
100
– – ﹤0.01% 154
2024
Q2 		$3.78K Hold
100
– – ﹤0.01% 168
2024
Q1 		$4.08K Hold
100
– – ﹤0.01% 169
2023
Q4 		$4.87K Hold
100
– – ﹤0.01% 186
2023
Q3 		$3.25K Hold
100
– – ﹤0.01% 183
2023
Q2 		$2.5K Hold
100
– – ﹤0.01% 190
2023
Q1 		$2.61K Buy
+100
New +$2.78K ﹤0.01% 194

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
TCIM
TOMS Capital Investment Management New York $3.81B AUM 26.36% 1-Year Est. Return
CHP
Castle Hook Partners New York $23.4B AUM 158.96% 1-Year Est. Return
CAU
Caxton Associates (UK) London $4.42B AUM 49.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Trivant Custom Portfolio Group's X Position: Q1 2025 in Review

Trivant Custom Portfolio Group sold out of US Steel (X) in Q1 2025, closing a stake of 100 shares — an estimated $3.4K sold.

Trivant Custom Portfolio Group first reported a position in X in Q1 2023 and held it in 8 quarters. The position peaked at $4.87K in Q4 2023. 506 funds tracked by Wall St. Rank hold X as of Q1 2025.

  • Trivant Custom Portfolio Group reported no remaining US Steel position as of Q1 2025 after selling out during the quarter.
  • Trivant Custom Portfolio Group sold 100 US Steel shares in Q1 2025, an estimated $3.4K.
  • Trivant Custom Portfolio Group first reported a position in US Steel in Q1 2023 and held it in 8 quarters.
  • Trivant Custom Portfolio Group's US Steel position peaked at $4.87K in Q4 2023.
  • 506 funds tracked by Wall St. Rank held US Steel as of Q1 2025.

Based on Trivant Custom Portfolio Group's 13F filing for Q1 2025, filed 21 Apr 2025.