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Cypress Point Wealth Management’s Cleveland-Cliffs CLF Stock Holding History

Cypress Point 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
2021
Q4 		– Sell
-1,950
Closed -$39K – 51
2021
Q3 		$39K Hold
1,950
– – 0.03% 65
2021
Q2 		$42K Buy
+1,950
New +$38.4K 0.03% 66

Other funds holding CLF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cypress Point Wealth Management's CLF Position: Q4 2021 in Review

Cypress Point Wealth Management sold out of Cleveland-Cliffs (CLF) in Q4 2021, closing a stake of 1,950 shares — an estimated $39K sold.

Cypress Point Wealth Management first reported a position in CLF in Q2 2021 and held it in 2 quarters. The position peaked at $42K in Q2 2021. 575 funds tracked by Wall St. Rank hold CLF as of Q4 2021.

  • Cypress Point Wealth Management reported no remaining Cleveland-Cliffs position as of Q4 2021 after selling out during the quarter.
  • Cypress Point Wealth Management sold 1,950 Cleveland-Cliffs shares in Q4 2021, an estimated $39K.
  • Cypress Point Wealth Management first reported a position in Cleveland-Cliffs in Q2 2021 and held it in 2 quarters.
  • Cypress Point Wealth Management's Cleveland-Cliffs position peaked at $42K in Q2 2021.
  • 575 funds tracked by Wall St. Rank held Cleveland-Cliffs as of Q4 2021.

Based on Cypress Point Wealth Management's 13F filing for Q4 2021, filed 27 Jan 2022.