VWA
CLF icon

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

Visionary 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
2024
Q4 		– Sell
-10,500
Closed -$134K – 542
2024
Q3 		$134K Sell
10,500
-1,278
-11% -$17.4K 0.01% 520
2024
Q2 		$181K Hold
11,778
– – 0.01% 491
2024
Q1 		$268K Sell
11,778
-10
-0.1% -$198 0.02% 417
2023
Q4 		$241K Sell
11,788
-1,790
-13% -$30.6K 0.02% 429
2023
Q3 		$212K Sell
13,578
-2,104
-13% -$32.8K 0.02% 419
2023
Q2 		$263K Buy
15,682
+91
+0.6% +$1.44K 0.02% 389
2023
Q1 		$286K Sell
15,591
-2,212
-12% -$43.8K 0.02% 363
2022
Q4 		$287K Buy
17,803
+360
+2% +$5.42K 0.03% 331
2022
Q3 		$235K Buy
17,443
+1,603
+10% +$26.7K 0.02% 340
2022
Q2 		$243K Sell
15,840
-1,165
-7% -$27.8K 0.02% 359
2022
Q1 		$548K Buy
17,005
+1,905
+13% +$43.4K 0.04% 238
2021
Q4 		$329K Buy
15,100
+1,210
+9% +$26.1K 0.03% 280
2021
Q3 		$275K Buy
+13,890
New +$317K 0.03% 256

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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Visionary Wealth Advisors's CLF Position: Q4 2024 in Review

Visionary Wealth Advisors sold out of Cleveland-Cliffs (CLF) in Q4 2024, closing a stake of 10,500 shares — an estimated $134K sold.

Visionary Wealth Advisors first reported a position in CLF in Q3 2021 and held it in 13 quarters. The position peaked at $548K in Q1 2022. 573 funds tracked by Wall St. Rank hold CLF as of Q4 2024.

  • Visionary Wealth Advisors reported no remaining Cleveland-Cliffs position as of Q4 2024 after selling out during the quarter.
  • Visionary Wealth Advisors sold 10,500 Cleveland-Cliffs shares in Q4 2024, an estimated $134K.
  • Visionary Wealth Advisors first reported a position in Cleveland-Cliffs in Q3 2021 and held it in 13 quarters.
  • Visionary Wealth Advisors's Cleveland-Cliffs position peaked at $548K in Q1 2022.
  • 573 funds tracked by Wall St. Rank held Cleveland-Cliffs as of Q4 2024.

Based on Visionary Wealth Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.