Wood Tarver Financial Group’s US Steel X Stock Holding History

Wood Tarver Financial Group’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
2025 Q1	–	Sell	-200	Closed	-$6K	–	806
2024 Q4	$6K	Buy	+200	New	+$7.38K	﹤0.01%	438

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

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

TCIM

TOMS Capital Investment Management New York $3.81B AUM 26.36% 1-Year Est. Return

CHP

Castle Hook Partners New York $23.4B AUM 158.96% 1-Year Est. Return

CAU

Caxton Associates (UK) London $4.42B AUM 49.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wood Tarver Financial Group's X Position: Q1 2025 in Review

Wood Tarver Financial Group sold out of US Steel (X) in Q1 2025, closing a stake of 200 shares — an estimated $6K sold.

Wood Tarver Financial Group first reported a position in X in Q4 2024 and held it in 1 quarter. The position peaked at $6K in Q4 2024. 506 funds tracked by Wall St. Rank hold X as of Q1 2025.

Wood Tarver Financial Group reported no remaining US Steel position as of Q1 2025 after selling out during the quarter.
Wood Tarver Financial Group sold 200 US Steel shares in Q1 2025, an estimated $6K.
Wood Tarver Financial Group first reported a position in US Steel in Q4 2024 and held it in 1 quarter.
Wood Tarver Financial Group's US Steel position peaked at $6K in Q4 2024.
506 funds tracked by Wall St. Rank held US Steel as of Q1 2025.

Based on Wood Tarver Financial Group's 13F filing for Q1 2025, filed 29 Apr 2025.