KWM
CLF icon

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
2022
Q1 		– Sell
-100
Closed -$2K – 882
2021
Q4 		$2K Buy
+100
New +$2.15K ﹤0.01% 948
2017
Q4 		– Sell
-5,800
Closed -$2K – 401
2017
Q3 		$2K Buy
5,800
+2,000
+53% +$14.9K ﹤0.01% 322
2017
Q2 		$2K Buy
3,800
+2,100
+124% +$13.9K ﹤0.01% 313
2017
Q1 		$2K Buy
+1,700
New +$16.2K ﹤0.01% 271

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.