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

Accel 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
2023 Q2	–	Sell	-4,900	Closed	-$89.8K	–	286
2023 Q1	$89.8K	Hold	4,900	–	–	0.04%	356
2022 Q4	$78.9K	Hold	4,900	–	–	0.04%	276
2022 Q3	$76K	Sell	4,900 -125	-2%	-$2.08K	0.04%	287
2022 Q2	$75K	Hold	5,025	–	–	0.04%	279
2022 Q1	$163K	Hold	5,025	–	–	0.08%	184
2021 Q4	$109K	Hold	5,025	–	–	0.05%	247
2021 Q3	$100K	Sell	5,025 -150	-3%	-$3.42K	0.06%	218
2021 Q2	$112K	Buy	+5,175	New	+$102K	0.07%	219

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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Accel Wealth Management's CLF Position: Q2 2023 in Review

Accel Wealth Management sold out of Cleveland-Cliffs (CLF) in Q2 2023, closing a stake of 4,900 shares — an estimated $89.8K sold.

Accel Wealth Management first reported a position in CLF in Q2 2021 and held it in 8 quarters. The position peaked at $163K in Q1 2022. 578 funds tracked by Wall St. Rank hold CLF as of Q2 2023.

Accel Wealth Management reported no remaining Cleveland-Cliffs position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 4,900 Cleveland-Cliffs shares in Q2 2023, an estimated $89.8K.
Accel Wealth Management first reported a position in Cleveland-Cliffs in Q2 2021 and held it in 8 quarters.
Accel Wealth Management's Cleveland-Cliffs position peaked at $163K in Q1 2022.
578 funds tracked by Wall St. Rank held Cleveland-Cliffs as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.