Lake Point Wealth Management’s Cleveland-Cliffs CLF Stock Holding History

Lake Point 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 Q2	$0	Hold	13	–	–	﹤0.01%	454
2022 Q1	$0	Hold	13	–	–	﹤0.01%	433
2021 Q4	$0	Hold	13	–	–	﹤0.01%	446
2021 Q3	$0	Hold	13	–	–	﹤0.01%	413
2021 Q2	$0	Buy	+13	New	+$256	﹤0.01%	418
2020 Q1	$2K	Buy	+513	New	+$3.23K	﹤0.01%	255

Other funds holding CLF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Lake Point Wealth Management's CLF Position: Q2 2022 in Review

Lake Point Wealth Management held its Cleveland-Cliffs (CLF) position steady in Q2 2022 at 13 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #454.

Lake Point Wealth Management first reported a position in CLF in Q1 2020 and has held it in 6 quarters since. The position peaked at $2K in Q1 2020. 605 funds tracked by Wall St. Rank hold CLF as of Q2 2022.

Lake Point Wealth Management held 13 shares of Cleveland-Cliffs worth $0 as of Q2 2022.
Lake Point Wealth Management left its Cleveland-Cliffs share count unchanged in Q2 2022.
Cleveland-Cliffs made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #454 holding.
Lake Point Wealth Management first reported a position in Cleveland-Cliffs in Q1 2020 and has held it in 6 quarters since.
Lake Point Wealth Management's Cleveland-Cliffs position peaked at $2K in Q1 2020.
605 funds tracked by Wall St. Rank held Cleveland-Cliffs as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.