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Wipfli Financial Advisors’s Steel Dynamics STLD Stock Holding History

Wipfli Financial Advisors’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
2022
Q3 		$480K Buy
6,732
+1,537
+30% +$116K 0.03% 231
2022
Q2 		$344K Buy
+5,195
New +$416K 0.04% 73

Other funds holding STLD

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Royal London Asset Management
Royal London Asset Management United Kingdom $47.7B AUM 29.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wipfli Financial Advisors's STLD Position: Q3 2022 in Review

Wipfli Financial Advisors increased its Steel Dynamics (STLD) stake by 30% in Q3 2022, buying an estimated $116K and bringing the position to 6,732 shares worth $480K. The position accounts for 0.03% of the portfolio, ranked #231.

Wipfli Financial Advisors first reported a position in STLD in Q2 2022 and has held it in 2 quarters since. 589 funds tracked by Wall St. Rank hold STLD as of Q3 2022.

  • Wipfli Financial Advisors held 6,732 shares of Steel Dynamics worth $480K as of Q3 2022.
  • Wipfli Financial Advisors bought 1,537 Steel Dynamics shares in Q3 2022, an estimated $116K.
  • Steel Dynamics made up 0.03% of Wipfli Financial Advisors's portfolio in Q3 2022, its #231 holding.
  • Wipfli Financial Advisors first reported a position in Steel Dynamics in Q2 2022 and has held it in 2 quarters since.
  • 589 funds tracked by Wall St. Rank held Steel Dynamics as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.