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Kathleen S. Wright Associates’s Cleveland-Cliffs CLF Stock Holding History

Kathleen S. Wright Associates’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
-405
Closed -$7K – 171
2022
Q4 		$7K Hold
405
– – ﹤0.01% 160
2022
Q3 		$5K Buy
+405
New +$6.74K ﹤0.01% 158

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

Kathleen S. Wright Associates's CLF Position: Q1 2023 in Review

Kathleen S. Wright Associates sold out of Cleveland-Cliffs (CLF) in Q1 2023, closing a stake of 405 shares — an estimated $7K sold.

Kathleen S. Wright Associates first reported a position in CLF in Q3 2022 and held it in 2 quarters. The position peaked at $7K in Q4 2022. 615 funds tracked by Wall St. Rank hold CLF as of Q1 2023.

  • Kathleen S. Wright Associates reported no remaining Cleveland-Cliffs position as of Q1 2023 after selling out during the quarter.
  • Kathleen S. Wright Associates sold 405 Cleveland-Cliffs shares in Q1 2023, an estimated $7K.
  • Kathleen S. Wright Associates first reported a position in Cleveland-Cliffs in Q3 2022 and held it in 2 quarters.
  • Kathleen S. Wright Associates's Cleveland-Cliffs position peaked at $7K in Q4 2022.
  • 615 funds tracked by Wall St. Rank held Cleveland-Cliffs as of Q1 2023.

Based on Kathleen S. Wright Associates's 13F filing for Q1 2023, filed 21 Apr 2023.