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ICA Group Wealth Management’s Cleveland-Cliffs CLF Stock Holding History

ICA Group 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
2023
Q1 		– Sell
-200
Closed -$3.22K – 1282
2022
Q4 		$3.22K Buy
+200
New +$3.01K ﹤0.01% 1047

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

ICA Group Wealth Management's CLF Position: Q1 2023 in Review

ICA Group Wealth Management sold out of Cleveland-Cliffs (CLF) in Q1 2023, closing a stake of 200 shares — an estimated $3.22K sold.

ICA Group Wealth Management first reported a position in CLF in Q4 2022 and held it in 1 quarter. The position peaked at $3.22K in Q4 2022. 615 funds tracked by Wall St. Rank hold CLF as of Q1 2023.

  • ICA Group Wealth Management reported no remaining Cleveland-Cliffs position as of Q1 2023 after selling out during the quarter.
  • ICA Group Wealth Management sold 200 Cleveland-Cliffs shares in Q1 2023, an estimated $3.22K.
  • ICA Group Wealth Management first reported a position in Cleveland-Cliffs in Q4 2022 and held it in 1 quarter.
  • ICA Group Wealth Management's Cleveland-Cliffs position peaked at $3.22K in Q4 2022.
  • 615 funds tracked by Wall St. Rank held Cleveland-Cliffs as of Q1 2023.

Based on ICA Group Wealth Management's 13F filing for Q1 2023, filed 12 May 2023.