Polaris Wealth Advisory Group’s Cleveland-Cliffs CLF Stock Holding History

Polaris Wealth Advisory Group’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 Q3	–	Sell	-421,539	Closed	-$7.06M	–	173
2023 Q2	$7.06M	Buy	+421,539	New	+$6.69M	0.54%	63
2022 Q2	–	Sell	-1,003,769	Closed	-$31.5M	–	139
2022 Q1	$31.5M	Buy	+1,003,769	New	+$22.9M	2.1%	18
2021 Q4	–	Sell	-301,725	Closed	-$6.25M	–	179
2021 Q3	$6.25M	Buy	+301,725	New	+$6.88M	0.37%	75

Other funds holding CLF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

SPC

Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

Polaris Wealth Advisory Group's CLF Position: Q3 2023 in Review

Polaris Wealth Advisory Group sold out of Cleveland-Cliffs (CLF) in Q3 2023, closing a stake of 421,539 shares — an estimated $7.06M sold.

Polaris Wealth Advisory Group first reported a position in CLF in Q3 2021 and held it in 3 quarters. The position peaked at $31.5M in Q1 2022. 606 funds tracked by Wall St. Rank hold CLF as of Q3 2023.

Polaris Wealth Advisory Group reported no remaining Cleveland-Cliffs position as of Q3 2023 after selling out during the quarter.
Polaris Wealth Advisory Group sold 421,539 Cleveland-Cliffs shares in Q3 2023, an estimated $7.06M.
Polaris Wealth Advisory Group first reported a position in Cleveland-Cliffs in Q3 2021 and held it in 3 quarters.
Polaris Wealth Advisory Group's Cleveland-Cliffs position peaked at $31.5M in Q1 2022.
606 funds tracked by Wall St. Rank held Cleveland-Cliffs as of Q3 2023.

Based on Polaris Wealth Advisory Group's 13F filing for Q3 2023, filed 11 Oct 2023.