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WealthPLAN Partners’s Steel Dynamics STLD Stock Holding History

WealthPLAN Partners’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
2023
Q2 		– Sell
-1,000
Closed -$113K – 1383
2023
Q1 		$113K Buy
+1,000
New +$116K 0.01% 399
2015
Q2 		$4K Hold
180
– – ﹤0.01% 354
2015
Q1 		$4K Buy
+180
New +$3.35K ﹤0.01% 445

Other funds holding STLD

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Royal London Asset Management
Royal London Asset Management United Kingdom $54.3B AUM 39.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WealthPLAN Partners's STLD Position: Q2 2023 in Review

WealthPLAN Partners sold out of Steel Dynamics (STLD) in Q2 2023, closing a stake of 1,000 shares — an estimated $113K sold.

WealthPLAN Partners first reported a position in STLD in Q1 2015 and held it in 3 quarters. The position peaked at $113K in Q1 2023. 704 funds tracked by Wall St. Rank hold STLD as of Q2 2023.

  • WealthPLAN Partners reported no remaining Steel Dynamics position as of Q2 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 1,000 Steel Dynamics shares in Q2 2023, an estimated $113K.
  • WealthPLAN Partners first reported a position in Steel Dynamics in Q1 2015 and held it in 3 quarters.
  • WealthPLAN Partners's Steel Dynamics position peaked at $113K in Q1 2023.
  • 704 funds tracked by Wall St. Rank held Steel Dynamics as of Q2 2023.

Based on WealthPLAN Partners's 13F filing for Q2 2023, filed 31 Jul 2023.