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

Arete 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
2025
Q1 		– Sell
-12,041
Closed -$113K – 730
2024
Q4 		$113K Sell
12,041
-83,657
-87% -$1.01M 0.01% 721
2024
Q3 		$1.22M Buy
+95,698
New +$1.3M 0.1% 192
2024
Q1 		– Sell
-81,968
Closed -$1.67M – 439
2023
Q4 		$1.67M Buy
+81,968
New +$1.4M 0.13% 166
2023
Q2 		– Sell
-39,873
Closed -$731K – 688
2023
Q1 		$731K Buy
39,873
+3,301
+9% +$65.4K 0.06% 270
2022
Q4 		$589K Buy
36,572
+18,546
+103% +$279K 0.05% 293
2022
Q3 		$243K Buy
+18,026
New +$300K 0.02% 465

Other funds holding CLF

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
SPC
Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
FFH
Fairfax Financial Holdings Toronto, Ontario, Canada $2.64B AUM 24.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Arete Wealth Advisors's CLF Position: Q1 2025 in Review

Arete Wealth Advisors sold out of Cleveland-Cliffs (CLF) in Q1 2025, closing a stake of 12,041 shares — an estimated $113K sold.

Arete Wealth Advisors first reported a position in CLF in Q3 2022 and held it in 6 quarters. The position peaked at $1.67M in Q4 2023. 566 funds tracked by Wall St. Rank hold CLF as of Q1 2025.

  • Arete Wealth Advisors reported no remaining Cleveland-Cliffs position as of Q1 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 12,041 Cleveland-Cliffs shares in Q1 2025, an estimated $113K.
  • Arete Wealth Advisors first reported a position in Cleveland-Cliffs in Q3 2022 and held it in 6 quarters.
  • Arete Wealth Advisors's Cleveland-Cliffs position peaked at $1.67M in Q4 2023.
  • 566 funds tracked by Wall St. Rank held Cleveland-Cliffs as of Q1 2025.

Based on Arete Wealth Advisors's 13F filing for Q1 2025, filed 16 May 2025.