VFA
X

Valeo Financial Advisors’s US Steel X Stock Holding History

Valeo Financial Advisors’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
-188,698
Closed -$283K – 780
2024
Q4 		$283K Buy
188,698
+2
+0% +$74 0.01% 561
2024
Q3 		$286K Sell
188,696
-1,006
-0.5% -$38.3K 0.01% 542
2024
Q2 		$331K Buy
+189,702
New +$7.24M 0.01% 491
2021
Q2 		– Sell
-2,313
Closed -$61K – 1853
2021
Q1 		$61K Sell
2,313
-1,981
-46% -$39.1K ﹤0.01% 789
2020
Q4 		$72K Buy
4,294
+2
+0% +$25 ﹤0.01% 662
2020
Q3 		$32K Buy
4,292
+805
+23% +$6.1K ﹤0.01% 797
2020
Q2 		$25K Buy
3,487
+1,282
+58% +$10K ﹤0.01% 984
2020
Q1 		$15K Buy
2,205
+1,800
+444% +$15.1K ﹤0.01% 971
2019
Q4 		$5K Buy
405
+2
+0.5% +$25 ﹤0.01% 1304
2019
Q3 		$5K Buy
403
+1
+0.2% +$13 ﹤0.01% 1215
2019
Q2 		$6K Buy
+402
New +$6.19K ﹤0.01% 1174
2018
Q4 		– Sell
-19
Closed – – 1748
2018
Q3 		$0 Hold
19
– – ﹤0.01% 1875
2018
Q2 		$1K Sell
19
-41
-68% -$1.47K ﹤0.01% 1528
2018
Q1 		$2K Buy
+60
New +$2.36K ﹤0.01% 1369

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

Valeo Financial Advisors's X Position: Q1 2025 in Review

Valeo Financial Advisors sold out of US Steel (X) in Q1 2025, closing a stake of 188,698 shares — an estimated $283K sold.

Valeo Financial Advisors first reported a position in X in Q1 2018 and held it in 14 quarters. The position peaked at $331K in Q2 2024. 506 funds tracked by Wall St. Rank hold X as of Q1 2025.

  • Valeo Financial Advisors reported no remaining US Steel position as of Q1 2025 after selling out during the quarter.
  • Valeo Financial Advisors sold 188,698 US Steel shares in Q1 2025, an estimated $283K.
  • Valeo Financial Advisors first reported a position in US Steel in Q1 2018 and held it in 14 quarters.
  • Valeo Financial Advisors's US Steel position peaked at $331K in Q2 2024.
  • 506 funds tracked by Wall St. Rank held US Steel as of Q1 2025.

Based on Valeo Financial Advisors's 13F filing for Q1 2025, filed 30 Apr 2025.