Alta Wealth Advisors’s Cleveland-Cliffs CLF Stock Holding History

Alta Wealth Advisors’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 Q4	–	Sell	-11,390	Closed	-$153K	–	142
2022 Q3	$153K	Buy	+11,390	New	+$190K	0.11%	132
2022 Q1	–	Sell	-9,940	Closed	-$216K	–	147
2021 Q4	$216K	Buy	+9,940	New	+$214K	0.13%	138

Other funds holding CLF

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

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

Alta Wealth Advisors's CLF Position: Q4 2022 in Review

Alta Wealth Advisors sold out of Cleveland-Cliffs (CLF) in Q4 2022, closing a stake of 11,390 shares — an estimated $153K sold.

Alta Wealth Advisors first reported a position in CLF in Q4 2021 and held it in 2 quarters. The position peaked at $216K in Q4 2021. 619 funds tracked by Wall St. Rank hold CLF as of Q4 2022.

Alta Wealth Advisors reported no remaining Cleveland-Cliffs position as of Q4 2022 after selling out during the quarter.
Alta Wealth Advisors sold 11,390 Cleveland-Cliffs shares in Q4 2022, an estimated $153K.
Alta Wealth Advisors first reported a position in Cleveland-Cliffs in Q4 2021 and held it in 2 quarters.
Alta Wealth Advisors's Cleveland-Cliffs position peaked at $216K in Q4 2021.
619 funds tracked by Wall St. Rank held Cleveland-Cliffs as of Q4 2022.

Based on Alta Wealth Advisors's 13F filing for Q4 2022, filed 20 Jan 2023.