9258 Wealth Management’s Cleveland-Cliffs CLF Stock Holding History

9258 Wealth Management’s Portfolio CLF Stock Details CLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-13,207	Closed	-$288K	–	362
2021 Q4	$288K	Sell	13,207 -500	-4%	-$10.8K	0.07%	298
2021 Q3	$272K	Buy	+13,707	New	+$312K	0.07%	282

Other funds holding CLF

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

9258 Wealth Management's CLF Position: Q1 2022 in Review

9258 Wealth Management sold out of Cleveland-Cliffs (CLF) in Q1 2022, closing a stake of 13,207 shares — an estimated $288K sold.

9258 Wealth Management first reported a position in CLF in Q3 2021 and held it in 2 quarters. The position peaked at $288K in Q4 2021. 648 funds tracked by Wall St. Rank hold CLF as of Q1 2022.

9258 Wealth Management reported no remaining Cleveland-Cliffs position as of Q1 2022 after selling out during the quarter.
9258 Wealth Management sold 13,207 Cleveland-Cliffs shares in Q1 2022, an estimated $288K.
9258 Wealth Management first reported a position in Cleveland-Cliffs in Q3 2021 and held it in 2 quarters.
9258 Wealth Management's Cleveland-Cliffs position peaked at $288K in Q4 2021.
648 funds tracked by Wall St. Rank held Cleveland-Cliffs as of Q1 2022.

Based on 9258 Wealth Management's 13F filing for Q1 2022, filed 13 May 2022.