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

BDO 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
2023 Q2	$16.8K	Hold	1,000	–	–	﹤0.01%	609
2023 Q1	$18.3K	Hold	1,000	–	–	﹤0.01%	597
2022 Q4	$16.1K	Hold	1,000	–	–	﹤0.01%	610
2022 Q3	$13K	Sell	1,000 -89	-8%	-$1.48K	﹤0.01%	656
2022 Q2	$17K	Hold	1,089	–	–	﹤0.01%	585
2022 Q1	$35K	Sell	1,089 -500	-31%	-$11.4K	﹤0.01%	490
2021 Q4	$35K	Hold	1,589	–	–	﹤0.01%	512
2021 Q3	$31K	Hold	1,589	–	–	﹤0.01%	525
2021 Q2	$34K	Sell	1,589 -633	-28%	-$12.5K	﹤0.01%	524
2021 Q1	$45K	Buy	2,222 +2,108	+1,849%	+$34.3K	0.01%	467
2020 Q4	$2K	Hold	114	–	–	﹤0.01%	756
2020 Q3	$1K	Buy	+114	New	+$686	﹤0.01%	750

Other funds holding CLF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

BDO Wealth Advisors's CLF Position: Q2 2023 in Review

BDO Wealth Advisors held its Cleveland-Cliffs (CLF) position steady in Q2 2023 at 1,000 shares worth $16.8K. The position accounts for ﹤0.01% of the portfolio, ranked #609.

BDO Wealth Advisors first reported a position in CLF in Q3 2020 and has held it in 12 quarters since. The position peaked at $45K in Q1 2021. 578 funds tracked by Wall St. Rank hold CLF as of Q2 2023.

BDO Wealth Advisors held 1,000 shares of Cleveland-Cliffs worth $16.8K as of Q2 2023.
BDO Wealth Advisors left its Cleveland-Cliffs share count unchanged in Q2 2023.
Cleveland-Cliffs made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #609 holding.
BDO Wealth Advisors first reported a position in Cleveland-Cliffs in Q3 2020 and has held it in 12 quarters since.
BDO Wealth Advisors's Cleveland-Cliffs position peaked at $45K in Q1 2021.
578 funds tracked by Wall St. Rank held Cleveland-Cliffs as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.