Laurel Wealth Advisors (California)’s Cleveland-Cliffs CLF Stock Holding History

Laurel Wealth Advisors (California)’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 Q4	$756K	Buy	53,897 +4,500	+9%	+$67.8K	0.07%	278
2022 Q3	$665K	Buy	49,397 +5,847	+13%	+$97.3K	0.07%	291
2022 Q2	$669K	Buy	43,550 +1,594	+4%	+$38.1K	0.07%	292
2022 Q1	$1.35M	Buy	41,956 +20,563	+96%	+$469K	0.11%	193
2021 Q4	$466K	Buy	+21,393	New	+$461K	0.04%	473

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

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

Laurel Wealth Advisors (California)'s CLF Position: Q4 2022 in Review

Laurel Wealth Advisors (California) increased its Cleveland-Cliffs (CLF) stake by 9.1% in Q4 2022, buying an estimated $67.8K and bringing the position to 53,897 shares worth $756K. The position accounts for 0.07% of the portfolio, ranked #278.

Laurel Wealth Advisors (California) first reported a position in CLF in Q4 2021 and has held it in 5 quarters since. The position peaked at $1.35M in Q1 2022. 619 funds tracked by Wall St. Rank hold CLF as of Q4 2022.

Laurel Wealth Advisors (California) held 53,897 shares of Cleveland-Cliffs worth $756K as of Q4 2022.
Laurel Wealth Advisors (California) bought 4,500 Cleveland-Cliffs shares in Q4 2022, an estimated $67.8K.
Cleveland-Cliffs made up 0.07% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #278 holding.
Laurel Wealth Advisors (California) first reported a position in Cleveland-Cliffs in Q4 2021 and has held it in 5 quarters since.
Laurel Wealth Advisors (California)'s Cleveland-Cliffs position peaked at $1.35M in Q1 2022.
619 funds tracked by Wall St. Rank held Cleveland-Cliffs as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.