LWANC
CLF icon

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

Laurel Wealth Advisors (North Carolina)’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
Q3 		– Sell
-90
Closed -$1K – 551
2022
Q2 		$1K Hold
90
– – ﹤0.01% 581
2022
Q1 		$3K Hold
90
– – ﹤0.01% 532
2021
Q4 		$2K Hold
90
– – ﹤0.01% 576
2021
Q3 		$2K Hold
90
– – ﹤0.01% 585
2021
Q2 		$2K Sell
90
-108
-55% -$2.13K ﹤0.01% 661
2021
Q1 		$4K Buy
+198
New +$3.22K ﹤0.01% 523

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
TB
Terril Brothers St. Louis, Missouri $366M AUM 29.25% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s CLF Position: Q3 2022 in Review

Laurel Wealth Advisors (North Carolina) sold out of Cleveland-Cliffs (CLF) in Q3 2022, closing a stake of 90 shares — an estimated $1K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in CLF in Q1 2021 and held it in 6 quarters. The position peaked at $4K in Q1 2021. 596 funds tracked by Wall St. Rank hold CLF as of Q3 2022.

  • Laurel Wealth Advisors (North Carolina) reported no remaining Cleveland-Cliffs position as of Q3 2022 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 90 Cleveland-Cliffs shares in Q3 2022, an estimated $1K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Cleveland-Cliffs in Q1 2021 and held it in 6 quarters.
  • Laurel Wealth Advisors (North Carolina)'s Cleveland-Cliffs position peaked at $4K in Q1 2021.
  • 596 funds tracked by Wall St. Rank held Cleveland-Cliffs as of Q3 2022.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q3 2022, filed 15 Nov 2022.