U.S. Capital Wealth Advisors’s Commercial Metals CMC Stock Holding History

U.S. Capital Wealth Advisors’s Portfolio CMC Stock Details CMC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-4,476	Closed	-$246K	–	810
2024 Q3	$246K	Buy	+4,476	New	+$242K	0.01%	630
2023 Q1	–	Sell	-1,973	Closed	-$95.3K	–	799
2022 Q4	$95.3K	Buy	+1,973	New	+$90.5K	﹤0.01%	743

Other funds holding CMC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

U.S. Capital Wealth Advisors's CMC Position: Q4 2024 in Review

U.S. Capital Wealth Advisors sold out of Commercial Metals (CMC) in Q4 2024, closing a stake of 4,476 shares — an estimated $246K sold.

U.S. Capital Wealth Advisors first reported a position in CMC in Q4 2022 and held it in 2 quarters. The position peaked at $246K in Q3 2024. 434 funds tracked by Wall St. Rank hold CMC as of Q4 2024.

U.S. Capital Wealth Advisors reported no remaining Commercial Metals position as of Q4 2024 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 4,476 Commercial Metals shares in Q4 2024, an estimated $246K.
U.S. Capital Wealth Advisors first reported a position in Commercial Metals in Q4 2022 and held it in 2 quarters.
U.S. Capital Wealth Advisors's Commercial Metals position peaked at $246K in Q3 2024.
434 funds tracked by Wall St. Rank held Commercial Metals as of Q4 2024.

Based on U.S. Capital Wealth Advisors's 13F filing for Q4 2024, filed 24 Jan 2025.