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Eads & Heald Wealth Management’s Cleveland-Cliffs CLF Stock Holding History

Eads & Heald 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
2022
Q4 		– Sell
-14,765
Closed -$199K – 147
2022
Q3 		$199K Sell
14,765
-25,940
-64% -$432K 0.11% 140
2022
Q2 		$626K Buy
+40,705
New +$973K 0.34% 102

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Eads & Heald Wealth Management's CLF Position: Q4 2022 in Review

Eads & Heald Wealth Management sold out of Cleveland-Cliffs (CLF) in Q4 2022, closing a stake of 14,765 shares — an estimated $199K sold.

Eads & Heald Wealth Management first reported a position in CLF in Q2 2022 and held it in 2 quarters. The position peaked at $626K in Q2 2022. 619 funds tracked by Wall St. Rank hold CLF as of Q4 2022.

  • Eads & Heald Wealth Management reported no remaining Cleveland-Cliffs position as of Q4 2022 after selling out during the quarter.
  • Eads & Heald Wealth Management sold 14,765 Cleveland-Cliffs shares in Q4 2022, an estimated $199K.
  • Eads & Heald Wealth Management first reported a position in Cleveland-Cliffs in Q2 2022 and held it in 2 quarters.
  • Eads & Heald Wealth Management's Cleveland-Cliffs position peaked at $626K in Q2 2022.
  • 619 funds tracked by Wall St. Rank held Cleveland-Cliffs as of Q4 2022.

Based on Eads & Heald Wealth Management's 13F filing for Q4 2022, filed 27 Jan 2023.