Walled Lake Planning & Wealth Management’s Cleveland-Cliffs CLF Stock Holding History

Walled Lake Planning & 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
2021 Q4	–	Sell	-384	Closed	-$8K	–	139
2021 Q3	$8K	Hold	384	–	–	﹤0.01%	268
2021 Q2	$8K	Hold	384	–	–	0.01%	255
2021 Q1	$8K	Hold	384	–	–	0.01%	244
2020 Q4	$6K	Hold	384	–	–	﹤0.01%	236
2020 Q3	$2K	Hold	384	–	–	﹤0.01%	289
2020 Q2	$2K	Buy	384 +5	+1%	+$24	﹤0.01%	281
2020 Q1	$1K	Buy	379 +181	+91%	+$1.14K	﹤0.01%	289
2019 Q4	$2K	Buy	+198	New	+$1.52K	﹤0.01%	256

Other funds holding CLF

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GJL

Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return

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

Walled Lake Planning & Wealth Management's CLF Position: Q4 2021 in Review

Walled Lake Planning & Wealth Management sold out of Cleveland-Cliffs (CLF) in Q4 2021, closing a stake of 384 shares — an estimated $8K sold.

Walled Lake Planning & Wealth Management first reported a position in CLF in Q4 2019 and held it in 8 quarters. The position peaked at $8K in Q3 2021. 575 funds tracked by Wall St. Rank hold CLF as of Q4 2021.

Walled Lake Planning & Wealth Management reported no remaining Cleveland-Cliffs position as of Q4 2021 after selling out during the quarter.
Walled Lake Planning & Wealth Management sold 384 Cleveland-Cliffs shares in Q4 2021, an estimated $8K.
Walled Lake Planning & Wealth Management first reported a position in Cleveland-Cliffs in Q4 2019 and held it in 8 quarters.
Walled Lake Planning & Wealth Management's Cleveland-Cliffs position peaked at $8K in Q3 2021.
575 funds tracked by Wall St. Rank held Cleveland-Cliffs as of Q4 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q4 2021, filed 10 Feb 2022.