WAM
X

Wealthspire Advisors (Maryland)’s US Steel X Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-658
Closed -$13K – 2073
2019
Q1 		$13K Buy
658
+58
+10% +$1.23K ﹤0.01% 1434
2018
Q4 		$11K Sell
600
-247
-29% -$6.18K ﹤0.01% 1440
2018
Q3 		$26K Buy
847
+13
+2% +$419 ﹤0.01% 1211
2018
Q2 		$29K Sell
834
-19
-2% -$679 ﹤0.01% 1177
2018
Q1 		$30K Sell
853
-3
-0.4% -$118 ﹤0.01% 1169
2017
Q4 		$30K Buy
856
+183
+27% +$5.32K ﹤0.01% 1197
2017
Q3 		$17K Buy
673
+41
+6% +$1K ﹤0.01% 1368
2017
Q2 		$14K Buy
632
+203
+47% +$4.82K ﹤0.01% 1410
2017
Q1 		$15K Buy
429
+250
+140% +$8.88K ﹤0.01% 1185
2016
Q4 		$6K Hold
179
– – ﹤0.01% 1357
2016
Q3 		$3K Sell
179
-55
-24% -$1.14K ﹤0.01% 1502
2016
Q2 		$4K Buy
234
+1
+0.4% +$17 ﹤0.01% 1399
2016
Q1 		$4K Buy
233
+47
+25% +$468 ﹤0.01% 1411
2015
Q4 		$1K Buy
+186
New +$1.83K ﹤0.01% 1661

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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of US Steel (X) in Q2 2019, closing a stake of 658 shares — an estimated $13K sold.

Wealthspire Advisors (Maryland) first reported a position in X in Q4 2015 and held it in 14 quarters. The position peaked at $30K in Q1 2018. 335 funds tracked by Wall St. Rank hold X as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining US Steel position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 658 US Steel shares in Q2 2019, an estimated $13K.
  • Wealthspire Advisors (Maryland) first reported a position in US Steel in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s US Steel position peaked at $30K in Q1 2018.
  • 335 funds tracked by Wall St. Rank held US Steel as of Q2 2019.

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