WR Wealth Planners’s Steel Dynamics STLD Stock Holding History

WR Wealth Planners’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 Q4	$13.3K	Sell	117 -76	-39%	-$10.1K	﹤0.01%	550
2024 Q3	$24.3K	Buy	193 +113	+141%	+$13.7K	0.01%	450
2024 Q2	$10.4K	Sell	80 -35	-30%	-$4.67K	﹤0.01%	586
2024 Q1	$17K	Buy	+115	New	+$14.5K	0.01%	486
2023 Q4	–	Sell	-13	Closed	-$1.39K	–	774
2023 Q3	$1.39K	Hold	13	–	–	﹤0.01%	812
2023 Q2	$1.42K	Hold	13	–	–	﹤0.01%	808
2023 Q1	$1.47K	Buy	+13	New	+$1.51K	﹤0.01%	813

Other funds holding STLD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

WR Wealth Planners's STLD Position: Q4 2024 in Review

WR Wealth Planners reduced its Steel Dynamics (STLD) stake by 39% in Q4 2024, selling an estimated $10.1K and leaving 117 shares worth $13.3K. The position accounts for ﹤0.01% of the portfolio, ranked #550.

WR Wealth Planners first reported a position in STLD in Q1 2023 and has held it in 7 quarters since. The position peaked at $24.3K in Q3 2024. 795 funds tracked by Wall St. Rank hold STLD as of Q4 2024.

WR Wealth Planners held 117 shares of Steel Dynamics worth $13.3K as of Q4 2024.
WR Wealth Planners sold 76 Steel Dynamics shares in Q4 2024, an estimated $10.1K.
Steel Dynamics made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #550 holding.
WR Wealth Planners first reported a position in Steel Dynamics in Q1 2023 and has held it in 7 quarters since.
WR Wealth Planners's Steel Dynamics position peaked at $24.3K in Q3 2024.
795 funds tracked by Wall St. Rank held Steel Dynamics as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.