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Western Pacific Wealth Management’s Steel Dynamics STLD Stock Holding History

Western Pacific Wealth Management’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
2024
Q2 		– Sell
-9
Closed -$1.33K – 287
2024
Q1 		$1.33K Buy
+9
New +$1.13K ﹤0.01% 266

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Western Pacific Wealth Management's STLD Position: Q2 2024 in Review

Western Pacific Wealth Management sold out of Steel Dynamics (STLD) in Q2 2024, closing a stake of 9 shares — an estimated $1.33K sold.

Western Pacific Wealth Management first reported a position in STLD in Q1 2024 and held it in 1 quarter. The position peaked at $1.33K in Q1 2024. 782 funds tracked by Wall St. Rank hold STLD as of Q2 2024.

  • Western Pacific Wealth Management reported no remaining Steel Dynamics position as of Q2 2024 after selling out during the quarter.
  • Western Pacific Wealth Management sold 9 Steel Dynamics shares in Q2 2024, an estimated $1.33K.
  • Western Pacific Wealth Management first reported a position in Steel Dynamics in Q1 2024 and held it in 1 quarter.
  • Western Pacific Wealth Management's Steel Dynamics position peaked at $1.33K in Q1 2024.
  • 782 funds tracked by Wall St. Rank held Steel Dynamics as of Q2 2024.

Based on Western Pacific Wealth Management's 13F filing for Q2 2024, filed 14 Aug 2024.