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Heritage Wealth Management (Arizona)’s Cleveland-Cliffs CLF Stock Holding History

Heritage Wealth Management (Arizona)’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 		$16.8K Buy
1,040
+143
+16% +$2.15K ﹤0.01% 700
2022
Q3 		$12K Hold
897
– – ﹤0.01% 619
2022
Q2 		$13.8K Sell
897
-3
-0.3% -$72 ﹤0.01% 612
2022
Q1 		$29K Buy
+900
New +$20.5K 0.01% 541

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

Heritage Wealth Management (Arizona)'s CLF Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Cleveland-Cliffs (CLF) stake by 16% in Q4 2022, buying an estimated $2.15K and bringing the position to 1,040 shares worth $16.8K. The position accounts for ﹤0.01% of the portfolio, ranked #700.

Heritage Wealth Management (Arizona) first reported a position in CLF in Q1 2022 and has held it in 4 quarters since. The position peaked at $29K in Q1 2022. 619 funds tracked by Wall St. Rank hold CLF as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 1,040 shares of Cleveland-Cliffs worth $16.8K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 143 Cleveland-Cliffs shares in Q4 2022, an estimated $2.15K.
  • Cleveland-Cliffs made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #700 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Cleveland-Cliffs in Q1 2022 and has held it in 4 quarters since.
  • Heritage Wealth Management (Arizona)'s Cleveland-Cliffs position peaked at $29K in Q1 2022.
  • 619 funds tracked by Wall St. Rank held Cleveland-Cliffs as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.