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Loring Wolcott & Coolidge Fiduciary Advisors’s Cleveland-Cliffs CLF Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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
-170
Closed -$3K – 605
2022
Q2 		$3K Hold
170
– – ﹤0.01% 593
2022
Q1 		$5K Hold
170
– – ﹤0.01% 585
2021
Q4 		$4K Hold
170
– – ﹤0.01% 664
2021
Q3 		$3K Buy
+170
New +$3.88K ﹤0.01% 681

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 $388M AUM 29.38% 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

Loring Wolcott & Coolidge Fiduciary Advisors's CLF Position: Q3 2022 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Cleveland-Cliffs (CLF) in Q3 2022, closing a stake of 170 shares — an estimated $3K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in CLF in Q3 2021 and held it in 4 quarters. The position peaked at $5K in Q1 2022. 596 funds tracked by Wall St. Rank hold CLF as of Q3 2022.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Cleveland-Cliffs position as of Q3 2022 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 170 Cleveland-Cliffs shares in Q3 2022, an estimated $3K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Cleveland-Cliffs in Q3 2021 and held it in 4 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Cleveland-Cliffs position peaked at $5K in Q1 2022.
  • 596 funds tracked by Wall St. Rank held Cleveland-Cliffs as of Q3 2022.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2022, filed 25 Oct 2022.