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Bernard Wealth Management’s Cleveland-Cliffs CLF Stock Holding History

Bernard Wealth Management’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
-983
Closed -$9.24K – 396
2024
Q4 		$9.24K Buy
+983
New +$11.8K ﹤0.01% 219

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
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FFH
Fairfax Financial Holdings Toronto, Ontario, Canada $1.94B AUM 27.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Bernard Wealth Management's CLF Position: Q1 2025 in Review

Bernard Wealth Management sold out of Cleveland-Cliffs (CLF) in Q1 2025, closing a stake of 983 shares — an estimated $9.24K sold.

Bernard Wealth Management first reported a position in CLF in Q4 2024 and held it in 1 quarter. The position peaked at $9.24K in Q4 2024. 565 funds tracked by Wall St. Rank hold CLF as of Q1 2025.

  • Bernard Wealth Management reported no remaining Cleveland-Cliffs position as of Q1 2025 after selling out during the quarter.
  • Bernard Wealth Management sold 983 Cleveland-Cliffs shares in Q1 2025, an estimated $9.24K.
  • Bernard Wealth Management first reported a position in Cleveland-Cliffs in Q4 2024 and held it in 1 quarter.
  • Bernard Wealth Management's Cleveland-Cliffs position peaked at $9.24K in Q4 2024.
  • 565 funds tracked by Wall St. Rank held Cleveland-Cliffs as of Q1 2025.

Based on Bernard Wealth Management's 13F filing for Q1 2025, filed 16 Apr 2025.