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Mission Wealth Management’s Cleveland-Cliffs CLF Stock Holding History

Mission 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
2025
Q2 		– Sell
-28,656
Closed -$236K – 690
2025
Q1 		$236K Hold
28,656
– – 0.01% 602
2024
Q4 		$269K Sell
28,656
-300
-1% -$3.62K 0.01% 565
2024
Q3 		$370K Sell
28,956
-32
-0.1% -$435 0.01% 500
2024
Q2 		$446K Sell
28,988
-2,600
-8% -$46.6K 0.01% 438
2024
Q1 		$718K Buy
+31,588
New +$626K 0.02% 356

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
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
FFH
Fairfax Financial Holdings Toronto, Ontario, Canada $1.94B AUM 27.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MRCP
Maple Rock Capital Partners Toronto, Ontario, Canada $3.07B AUM 157.2% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mission Wealth Management's CLF Position: Q2 2025 in Review

Mission Wealth Management sold out of Cleveland-Cliffs (CLF) in Q2 2025, closing a stake of 28,656 shares — an estimated $236K sold.

Mission Wealth Management first reported a position in CLF in Q1 2024 and held it in 5 quarters. The position peaked at $718K in Q1 2024. 558 funds tracked by Wall St. Rank hold CLF as of Q2 2025.

  • Mission Wealth Management reported no remaining Cleveland-Cliffs position as of Q2 2025 after selling out during the quarter.
  • Mission Wealth Management sold 28,656 Cleveland-Cliffs shares in Q2 2025, an estimated $236K.
  • Mission Wealth Management first reported a position in Cleveland-Cliffs in Q1 2024 and held it in 5 quarters.
  • Mission Wealth Management's Cleveland-Cliffs position peaked at $718K in Q1 2024.
  • 558 funds tracked by Wall St. Rank held Cleveland-Cliffs as of Q2 2025.

Based on Mission Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.