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Kingsview Wealth Management’s Cleveland-Cliffs CLF Stock Holding History

Kingsview 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
2024
Q2 		– Sell
-11,385
Closed -$259K – 1046
2024
Q1 		$259K Sell
11,385
-176
-2% -$3.49K 0.01% 873
2023
Q4 		$236K Buy
11,561
+1,124
+11% +$19.2K 0.01% 842
2023
Q3 		$163K Sell
10,437
-42
-0.4% -$656 0.01% 899
2023
Q2 		$176K Sell
10,479
-40
-0.4% -$634 0.01% 862
2023
Q1 		$193K Buy
+10,519
New +$208K 0.01% 829
2022
Q4 		– Sell
-15,159
Closed -$204K – 848
2022
Q3 		$204K Buy
15,159
+2,300
+18% +$38.3K 0.01% 756
2022
Q2 		$198K Sell
12,859
-371
-3% -$8.87K 0.01% 767
2022
Q1 		$426K Buy
13,230
+1,307
+11% +$29.8K 0.02% 611
2021
Q4 		$260K Buy
11,923
+1,825
+18% +$39.3K 0.01% 781
2021
Q3 		$200K Buy
+10,098
New +$230K 0.01% 805
2018
Q1 		– Sell
-6,740
Closed -$49K – 374
2017
Q4 		$49K Sell
6,740
-19,680
-74% -$131K 0.02% 306
2017
Q3 		$189K Sell
26,420
-10,425
-28% -$77.9K 0.08% 264
2017
Q2 		$255K Buy
36,845
+22,335
+154% +$148K 0.13% 206
2017
Q1 		$119K Buy
+14,510
New +$138K 0.07% 227

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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Kingsview Wealth Management's CLF Position: Q2 2024 in Review

Kingsview Wealth Management sold out of Cleveland-Cliffs (CLF) in Q2 2024, closing a stake of 11,385 shares — an estimated $259K sold.

Kingsview Wealth Management first reported a position in CLF in Q1 2017 and held it in 14 quarters. The position peaked at $426K in Q1 2022. 613 funds tracked by Wall St. Rank hold CLF as of Q2 2024.

  • Kingsview Wealth Management reported no remaining Cleveland-Cliffs position as of Q2 2024 after selling out during the quarter.
  • Kingsview Wealth Management sold 11,385 Cleveland-Cliffs shares in Q2 2024, an estimated $259K.
  • Kingsview Wealth Management first reported a position in Cleveland-Cliffs in Q1 2017 and held it in 14 quarters.
  • Kingsview Wealth Management's Cleveland-Cliffs position peaked at $426K in Q1 2022.
  • 613 funds tracked by Wall St. Rank held Cleveland-Cliffs as of Q2 2024.

Based on Kingsview Wealth Management's 13F filing for Q2 2024, filed 14 Aug 2024.