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Valued Wealth Advisors’s Gerdau GGB Stock Holding History

Valued Wealth Advisors’s Portfolio GGB Stock Details GGB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-60
Closed -$210 – 661
2024
Q3 		$210 Hold
60
– – ﹤0.01% 594
2024
Q2 		$198 Sell
60
-305
-84% -$1.08K ﹤0.01% 563
2024
Q1 		$1.34K Hold
365
– – ﹤0.01% 409
2023
Q4 		$1.45K Buy
+365
New +$1.4K ﹤0.01% 338

Other funds holding GGB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
CCM
Contrarian Capital Management Greenwich, Connecticut $306M AUM 23.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Valued Wealth Advisors's GGB Position: Q4 2024 in Review

Valued Wealth Advisors sold out of Gerdau (GGB) in Q4 2024, closing a stake of 60 shares — an estimated $210 sold.

Valued Wealth Advisors first reported a position in GGB in Q4 2023 and held it in 4 quarters. The position peaked at $1.45K in Q4 2023. 188 funds tracked by Wall St. Rank hold GGB as of Q4 2024.

  • Valued Wealth Advisors reported no remaining Gerdau position as of Q4 2024 after selling out during the quarter.
  • Valued Wealth Advisors sold 60 Gerdau shares in Q4 2024, an estimated $210.
  • Valued Wealth Advisors first reported a position in Gerdau in Q4 2023 and held it in 4 quarters.
  • Valued Wealth Advisors's Gerdau position peaked at $1.45K in Q4 2023.
  • 188 funds tracked by Wall St. Rank held Gerdau as of Q4 2024.

Based on Valued Wealth Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.