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Atria Wealth Solutions’s Cleveland-Cliffs CLF Stock Holding History

Atria Wealth Solutions’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
Q2 		$421K Buy
47,712
+13,762
+41% +$102K 0.01% 997
2025
Q1 		$279K Buy
33,950
+22,475
+196% +$228K ﹤0.01% 1511
2024
Q4 		$108K Buy
+11,475
New +$138K ﹤0.01% 1896
2024
Q3 		– Sell
-12,530
Closed -$193K – 1940
2024
Q2 		$193K Sell
12,530
-11,355
-48% -$203K ﹤0.01% 1793
2024
Q1 		$543K Buy
23,885
+1,160
+5% +$23K 0.01% 1217
2023
Q4 		$464K Sell
22,725
-7,880
-26% -$135K 0.01% 1255
2023
Q3 		$478K Sell
30,605
-2,275
-7% -$35.5K 0.01% 1152
2023
Q2 		$551K Buy
32,880
+1,245
+4% +$19.7K 0.01% 1106
2023
Q1 		$580K Sell
31,635
-17,070
-35% -$338K 0.01% 1044
2022
Q4 		$785K Sell
48,705
-4,140
-8% -$62.4K 0.01% 868
2022
Q3 		$712K Sell
52,845
-31,731
-38% -$528K 0.01% 852
2022
Q2 		$1.3M Buy
84,576
+23,511
+39% +$562K 0.02% 585
2022
Q1 		$1.97M Buy
+61,065
New +$1.39M 0.03% 487

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
FFH
Fairfax Financial Holdings Toronto, Ontario, Canada $1.94B AUM 27.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MRCP
Maple Rock Capital Partners Toronto, Ontario, Canada $3.07B AUM 157.2% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Atria Wealth Solutions's CLF Position: Q2 2025 in Review

Atria Wealth Solutions increased its Cleveland-Cliffs (CLF) stake by 41% in Q2 2025, buying an estimated $102K and bringing the position to 47,712 shares worth $421K. The position accounts for 0.01% of the portfolio, ranked #997.

Atria Wealth Solutions first reported a position in CLF in Q1 2022 and has held it in 13 quarters since. The position peaked at $1.97M in Q1 2022. 558 funds tracked by Wall St. Rank hold CLF as of Q2 2025.

  • Atria Wealth Solutions held 47,712 shares of Cleveland-Cliffs worth $421K as of Q2 2025.
  • Atria Wealth Solutions bought 13,762 Cleveland-Cliffs shares in Q2 2025, an estimated $102K.
  • Cleveland-Cliffs made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #997 holding.
  • Atria Wealth Solutions first reported a position in Cleveland-Cliffs in Q1 2022 and has held it in 13 quarters since.
  • Atria Wealth Solutions's Cleveland-Cliffs position peaked at $1.97M in Q1 2022.
  • 558 funds tracked by Wall St. Rank held Cleveland-Cliffs as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.