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Foundations Investment Advisors’s Cleveland-Cliffs CLF Stock Holding History

Foundations Investment Advisors’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
2024
Q4 		– Sell
-44,004
Closed -$562K – 848
2024
Q3 		$562K Sell
44,004
-11,789
-21% -$160K 0.01% 495
2024
Q2 		$859K Sell
55,793
-9,126
-14% -$163K 0.02% 370
2024
Q1 		$1.48M Sell
64,919
-7,709
-11% -$153K 0.04% 265
2023
Q4 		$1.48M Sell
72,628
-2,104
-3% -$36K 0.04% 261
2023
Q3 		$1.17M Buy
74,732
+6,770
+10% +$106K 0.04% 270
2023
Q2 		$1.14M Buy
67,962
+900
+1% +$14.3K 0.04% 249
2023
Q1 		$1.23M Buy
67,062
+450
+0.7% +$8.91K 0.04% 210
2022
Q4 		$1.07M Sell
66,612
-10,766
-14% -$162K 0.04% 193
2022
Q3 		$1.04M Buy
77,378
+5,741
+8% +$95.5K 0.05% 167
2022
Q2 		$1.09M Buy
+71,637
New +$1.71M 0.05% 133

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
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
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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Foundations Investment Advisors's CLF Position: Q4 2024 in Review

Foundations Investment Advisors sold out of Cleveland-Cliffs (CLF) in Q4 2024, closing a stake of 44,004 shares — an estimated $562K sold.

Foundations Investment Advisors first reported a position in CLF in Q2 2022 and held it in 10 quarters. The position peaked at $1.48M in Q4 2023. 573 funds tracked by Wall St. Rank hold CLF as of Q4 2024.

  • Foundations Investment Advisors reported no remaining Cleveland-Cliffs position as of Q4 2024 after selling out during the quarter.
  • Foundations Investment Advisors sold 44,004 Cleveland-Cliffs shares in Q4 2024, an estimated $562K.
  • Foundations Investment Advisors first reported a position in Cleveland-Cliffs in Q2 2022 and held it in 10 quarters.
  • Foundations Investment Advisors's Cleveland-Cliffs position peaked at $1.48M in Q4 2023.
  • 573 funds tracked by Wall St. Rank held Cleveland-Cliffs as of Q4 2024.

Based on Foundations Investment Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.