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Wealthspire Advisors (Maryland)’s Steel Dynamics STLD Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-468
Closed -$17K – 1815
2019
Q1 		$17K Buy
468
+180
+63% +$6.39K ﹤0.01% 1348
2018
Q4 		$9K Sell
288
-98
-25% -$3.7K ﹤0.01% 1515
2018
Q3 		$17K Sell
386
-202
-34% -$9.3K ﹤0.01% 1371
2018
Q2 		$27K Sell
588
-60
-9% -$2.84K ﹤0.01% 1204
2018
Q1 		$29K Buy
648
+26
+4% +$1.2K ﹤0.01% 1178
2017
Q4 		$27K Buy
622
+74
+14% +$2.85K ﹤0.01% 1237
2017
Q3 		$19K Buy
548
+131
+31% +$4.6K ﹤0.01% 1313
2017
Q2 		$15K Buy
417
+290
+228% +$10K ﹤0.01% 1373
2017
Q1 		$4K Buy
127
+87
+218% +$3.1K ﹤0.01% 1579
2016
Q4 		$1K Hold
40
– – ﹤0.01% 1675
2016
Q3 		$1K Hold
40
– – ﹤0.01% 1658
2016
Q2 		$1K Hold
40
– – ﹤0.01% 1628
2016
Q1 		$1K Sell
40
-281
-88% -$5.29K ﹤0.01% 1675
2015
Q4 		$6K Buy
+321
New +$5.74K ﹤0.01% 1318

Other funds holding STLD

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s STLD Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Steel Dynamics (STLD) in Q2 2019, closing a stake of 468 shares — an estimated $17K sold.

Wealthspire Advisors (Maryland) first reported a position in STLD in Q4 2015 and held it in 14 quarters. The position peaked at $29K in Q1 2018. 451 funds tracked by Wall St. Rank hold STLD as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Steel Dynamics position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 468 Steel Dynamics shares in Q2 2019, an estimated $17K.
  • Wealthspire Advisors (Maryland) first reported a position in Steel Dynamics in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Steel Dynamics position peaked at $29K in Q1 2018.
  • 451 funds tracked by Wall St. Rank held Steel Dynamics as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.