One Wealth Advisors’s Cleveland-Cliffs CLF Stock Holding History

One Wealth 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
2023 Q1	–	Sell	-3,230	Closed	-$52K	–	267
2022 Q4	$52K	Buy	+3,230	New	+$48.6K	0.01%	407

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

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

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

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

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

One Wealth Advisors's CLF Position: Q1 2023 in Review

One Wealth Advisors sold out of Cleveland-Cliffs (CLF) in Q1 2023, closing a stake of 3,230 shares — an estimated $52K sold.

One Wealth Advisors first reported a position in CLF in Q4 2022 and held it in 1 quarter. The position peaked at $52K in Q4 2022. 615 funds tracked by Wall St. Rank hold CLF as of Q1 2023.

One Wealth Advisors reported no remaining Cleveland-Cliffs position as of Q1 2023 after selling out during the quarter.
One Wealth Advisors sold 3,230 Cleveland-Cliffs shares in Q1 2023, an estimated $52K.
One Wealth Advisors first reported a position in Cleveland-Cliffs in Q4 2022 and held it in 1 quarter.
One Wealth Advisors's Cleveland-Cliffs position peaked at $52K in Q4 2022.
615 funds tracked by Wall St. Rank held Cleveland-Cliffs as of Q1 2023.

Based on One Wealth Advisors's 13F filing for Q1 2023, filed 15 May 2023.