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

Accurate 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
Q1 		– Sell
-315
Closed -$5.92K – 459
2022
Q4 		$5.92K Buy
+315
New +$4.74K ﹤0.01% 979

Other funds holding CLF

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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 $544B AUM 28.31% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Accurate Wealth Management's CLF Position: Q1 2023 in Review

Accurate Wealth Management sold out of Cleveland-Cliffs (CLF) in Q1 2023, closing a stake of 315 shares — an estimated $5.92K sold.

Accurate Wealth Management first reported a position in CLF in Q4 2022 and held it in 1 quarter. The position peaked at $5.92K in Q4 2022. 615 funds tracked by Wall St. Rank hold CLF as of Q1 2023.

  • Accurate Wealth Management reported no remaining Cleveland-Cliffs position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 315 Cleveland-Cliffs shares in Q1 2023, an estimated $5.92K.
  • Accurate Wealth Management first reported a position in Cleveland-Cliffs in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's Cleveland-Cliffs position peaked at $5.92K in Q4 2022.
  • 615 funds tracked by Wall St. Rank held Cleveland-Cliffs as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.