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Heritage Wealth Advisors’s Cleveland-Cliffs CLF Stock Holding History

Heritage Wealth 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
2021
Q3 		– Sell
-22
Closed -$474 – 543
2021
Q2 		$474 Sell
22
-140
-86% -$2.76K ﹤0.01% 545
2021
Q1 		$3.26K Buy
162
+140
+636% +$2.28K ﹤0.01% 511
2020
Q4 		$0 Buy
+22
New +$223 ﹤0.01% 544

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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 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

Heritage Wealth Advisors's CLF Position: Q3 2021 in Review

Heritage Wealth Advisors sold out of Cleveland-Cliffs (CLF) in Q3 2021, closing a stake of 22 shares — an estimated $474 sold.

Heritage Wealth Advisors first reported a position in CLF in Q4 2020 and held it in 3 quarters. The position peaked at $3.26K in Q1 2021. 507 funds tracked by Wall St. Rank hold CLF as of Q3 2021.

  • Heritage Wealth Advisors reported no remaining Cleveland-Cliffs position as of Q3 2021 after selling out during the quarter.
  • Heritage Wealth Advisors sold 22 Cleveland-Cliffs shares in Q3 2021, an estimated $474.
  • Heritage Wealth Advisors first reported a position in Cleveland-Cliffs in Q4 2020 and held it in 3 quarters.
  • Heritage Wealth Advisors's Cleveland-Cliffs position peaked at $3.26K in Q1 2021.
  • 507 funds tracked by Wall St. Rank held Cleveland-Cliffs as of Q3 2021.

Based on Heritage Wealth Advisors's 13F filing for Q3 2021, filed 2 Nov 2021.