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Avantax Advisory Services’s Cleveland-Cliffs CLF Stock Holding History

Avantax Advisory Services’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 		$158K Sell
20,803
-3,501
-14% -$26K ﹤0.01% 2243
2025
Q1 		$200K Buy
24,304
+6,456
+36% +$65.6K ﹤0.01% 2105
2024
Q4 		$168K Buy
17,848
+1,479
+9% +$17.8K ﹤0.01% 2082
2024
Q3 		$209K Buy
16,369
+248
+2% +$3.37K ﹤0.01% 1982
2024
Q2 		$248K Sell
16,121
-4,045
-20% -$72.4K ﹤0.01% 1820
2024
Q1 		$459K Sell
20,166
-3,137
-13% -$62.2K ﹤0.01% 1088
2023
Q4 		$476K Sell
23,303
-6,623
-22% -$113K ﹤0.01% 1015
2023
Q3 		$468K Sell
29,926
-1,098
-4% -$17.1K 0.01% 978
2023
Q2 		$520K Sell
31,024
-2,312
-7% -$36.7K 0.01% 931
2023
Q1 		$611K Buy
33,336
+1,346
+4% +$26.7K 0.01% 830
2022
Q4 		$515K Buy
31,990
+52
+0.2% +$783 0.01% 850
2022
Q3 		$430K Sell
31,938
-634
-2% -$10.6K 0.01% 840
2022
Q2 		$501K Buy
32,572
+9,150
+39% +$219K 0.01% 783
2022
Q1 		$753K Sell
23,422
-1,337
-5% -$30.5K 0.01% 639
2021
Q4 		$539K Buy
24,759
+6,483
+35% +$140K 0.01% 736
2021
Q3 		$365K Buy
18,276
+6,565
+56% +$150K 0.01% 834
2021
Q2 		$250K Buy
+11,711
New +$231K ﹤0.01% 983
2020
Q4 		– Sell
-115,201
Closed -$738K – 1001
2020
Q3 		$738K Buy
+115,201
New +$693K 0.01% 645

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

Avantax Advisory Services's CLF Position: Q2 2025 in Review

Avantax Advisory Services reduced its Cleveland-Cliffs (CLF) stake by 14% in Q2 2025, selling an estimated $26K and leaving 20,803 shares worth $158K. The position accounts for ﹤0.01% of the portfolio, ranked #2243.

Avantax Advisory Services first reported a position in CLF in Q3 2020 and has held it in 18 quarters since. The position peaked at $753K in Q1 2022. 558 funds tracked by Wall St. Rank hold CLF as of Q2 2025.

  • Avantax Advisory Services held 20,803 shares of Cleveland-Cliffs worth $158K as of Q2 2025.
  • Avantax Advisory Services sold 3,501 Cleveland-Cliffs shares in Q2 2025, an estimated $26K.
  • Cleveland-Cliffs made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2243 holding.
  • Avantax Advisory Services first reported a position in Cleveland-Cliffs in Q3 2020 and has held it in 18 quarters since.
  • Avantax Advisory Services's Cleveland-Cliffs position peaked at $753K in Q1 2022.
  • 558 funds tracked by Wall St. Rank held Cleveland-Cliffs as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.