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TFO Wealth Partners’s Cleveland-Cliffs CLF Stock Holding History

TFO Wealth Partners’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
-1
Closed -$5 – 843
2022
Q4 		$5 Buy
+1
New +$15 ﹤0.01% 925
2021
Q4 		– Sell
-4,931
Closed -$98K – 143
2021
Q3 		$98K Buy
+4,931
New +$112K 0.02% 46

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

TFO Wealth Partners's CLF Position: Q1 2023 in Review

TFO Wealth Partners sold out of Cleveland-Cliffs (CLF) in Q1 2023, closing a stake of 1 share — an estimated $5 sold.

TFO Wealth Partners first reported a position in CLF in Q3 2021 and held it in 2 quarters. The position peaked at $98K in Q3 2021. 615 funds tracked by Wall St. Rank hold CLF as of Q1 2023.

  • TFO Wealth Partners reported no remaining Cleveland-Cliffs position as of Q1 2023 after selling out during the quarter.
  • TFO Wealth Partners sold 1 Cleveland-Cliffs share in Q1 2023, an estimated $5.
  • TFO Wealth Partners first reported a position in Cleveland-Cliffs in Q3 2021 and held it in 2 quarters.
  • TFO Wealth Partners's Cleveland-Cliffs position peaked at $98K in Q3 2021.
  • 615 funds tracked by Wall St. Rank held Cleveland-Cliffs as of Q1 2023.

Based on TFO Wealth Partners's 13F filing for Q1 2023, filed 3 May 2023.