CWC
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Carolinas Wealth Consulting’s Cleveland-Cliffs CLF Stock Holding History

Carolinas Wealth Consulting’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
-2,114
Closed -$19.9K – 1031
2024
Q4 		$19.9K Hold
2,114
– – ﹤0.01% 469
2024
Q3 		$27K Hold
2,114
– – ﹤0.01% 444
2024
Q2 		$32.5K Hold
2,114
– – 0.01% 418
2024
Q1 		$48.1K Hold
2,114
– – 0.01% 382
2023
Q4 		$43.2K Hold
2,114
– – 0.01% 358
2023
Q3 		$35.5K Hold
2,114
– – 0.01% 354
2023
Q2 		$35.4K Hold
2,114
– – 0.01% 403
2023
Q1 		$38.8K Hold
2,114
– – 0.01% 397
2022
Q4 		$34.1K Hold
2,114
– – 0.01% 405
2022
Q3 		$28K Hold
2,114
– – 0.01% 400
2022
Q2 		$32K Hold
2,114
– – 0.01% 384
2022
Q1 		$68K Sell
2,114
-650
-24% -$14.8K 0.02% 305
2021
Q4 		$60K Buy
2,764
+250
+10% +$5.38K 0.01% 340
2021
Q3 		$50K Buy
+2,514
New +$57.3K 0.01% 343

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 $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 $609B AUM 40.19% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Carolinas Wealth Consulting's CLF Position: Q1 2025 in Review

Carolinas Wealth Consulting sold out of Cleveland-Cliffs (CLF) in Q1 2025, closing a stake of 2,114 shares — an estimated $19.9K sold.

Carolinas Wealth Consulting first reported a position in CLF in Q3 2021 and held it in 14 quarters. The position peaked at $68K in Q1 2022. 565 funds tracked by Wall St. Rank hold CLF as of Q1 2025.

  • Carolinas Wealth Consulting reported no remaining Cleveland-Cliffs position as of Q1 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 2,114 Cleveland-Cliffs shares in Q1 2025, an estimated $19.9K.
  • Carolinas Wealth Consulting first reported a position in Cleveland-Cliffs in Q3 2021 and held it in 14 quarters.
  • Carolinas Wealth Consulting's Cleveland-Cliffs position peaked at $68K in Q1 2022.
  • 565 funds tracked by Wall St. Rank held Cleveland-Cliffs as of Q1 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q1 2025, filed 14 Aug 2025.