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US Financial Advisors’s Steel Dynamics STLD Stock Holding History

US Financial Advisors’s Portfolio STLD Stock Details STLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-5,070
Closed -$423K – 77
2022
Q1 		$423K Hold
5,070
– – 0.2% 38
2021
Q4 		$315K Hold
5,070
– – 0.14% 51
2021
Q3 		$296K Hold
5,070
– – 0.15% 50
2021
Q2 		$302K Hold
5,070
– – 0.15% 51
2021
Q1 		$257K Buy
+5,070
New +$214K 0.07% 129

Other funds holding STLD

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal London Asset Management
Royal London Asset Management United Kingdom $47.7B AUM 29.41% 1-Year Est. Return

US Financial Advisors's STLD Position: Q2 2022 in Review

US Financial Advisors sold out of Steel Dynamics (STLD) in Q2 2022, closing a stake of 5,070 shares — an estimated $423K sold.

US Financial Advisors first reported a position in STLD in Q1 2021 and held it in 5 quarters. The position peaked at $423K in Q1 2022. 600 funds tracked by Wall St. Rank hold STLD as of Q2 2022.

  • US Financial Advisors reported no remaining Steel Dynamics position as of Q2 2022 after selling out during the quarter.
  • US Financial Advisors sold 5,070 Steel Dynamics shares in Q2 2022, an estimated $423K.
  • US Financial Advisors first reported a position in Steel Dynamics in Q1 2021 and held it in 5 quarters.
  • US Financial Advisors's Steel Dynamics position peaked at $423K in Q1 2022.
  • 600 funds tracked by Wall St. Rank held Steel Dynamics as of Q2 2022.

Based on US Financial Advisors's 13F filing for Q2 2022, filed 15 Aug 2022.