WealthSource Partners’s US Steel X Stock Holding History

WealthSource Partners’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
2020 Q2	–	Sell	-10,100	Closed	-$64K	–	393
2020 Q1	$64K	Sell	10,100 -3,900	-28%	-$32.7K	0.01%	330
2019 Q4	$160K	Buy	+14,000	New	+$174K	0.02%	404

Other funds holding X

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CCM

CAAS Capital Management New York $934M AUM 1.45% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

WealthSource Partners's X Position: Q2 2020 in Review

WealthSource Partners sold out of US Steel (X) in Q2 2020, closing a stake of 10,100 shares — an estimated $64K sold.

WealthSource Partners first reported a position in X in Q4 2019 and held it in 2 quarters. The position peaked at $160K in Q4 2019. 304 funds tracked by Wall St. Rank hold X as of Q2 2020.

WealthSource Partners reported no remaining US Steel position as of Q2 2020 after selling out during the quarter.
WealthSource Partners sold 10,100 US Steel shares in Q2 2020, an estimated $64K.
WealthSource Partners first reported a position in US Steel in Q4 2019 and held it in 2 quarters.
WealthSource Partners's US Steel position peaked at $160K in Q4 2019.
304 funds tracked by Wall St. Rank held US Steel as of Q2 2020.

Based on WealthSource Partners's 13F filing for Q2 2020, filed 17 Aug 2020.