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

Congress 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
Q2 		$168K Buy
22,167
+7,127
+47% +$53K ﹤0.01% 1147
2025
Q1 		$124K Sell
15,040
-850
-5% -$8.64K ﹤0.01% 1048
2024
Q4 		$149K Sell
15,890
-29,655
-65% -$357K ﹤0.01% 865
2024
Q3 		$582K Buy
45,545
+16,390
+56% +$223K 0.01% 608
2024
Q2 		$449K Buy
+29,155
New +$522K 0.01% 549

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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