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Wealth Advisors’s Cleveland-Cliffs CLF Stock Holding History

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
2021
Q4 		– Sell
-14,300
Closed -$114K – 78
2021
Q3 		$114K Sell
14,300
-2,800
-16% -$63.8K 0.04% 77
2021
Q2 		$182K Buy
17,100
+1,800
+12% +$35.5K 0.07% 75
2021
Q1 		$88K Buy
+15,300
New +$249K 0.04% 83

Other funds holding CLF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Wealth Advisors's CLF Position: Q3 2023 in Review

Wealth Advisors reduced its Cleveland-Cliffs (CLF) stake by 2.6% in Q3 2023, selling an estimated $6.25K and leaving 14,945 shares worth $234K. The position accounts for 0.1% of the portfolio, ranked #60.

Wealth Advisors first reported a position in CLF in Q1 2021 and has held it in 10 quarters since. The position peaked at $510K in Q1 2022. 606 funds tracked by Wall St. Rank hold CLF as of Q3 2023.

  • Wealth Advisors held 14,945 shares of Cleveland-Cliffs worth $234K as of Q3 2023.
  • Wealth Advisors sold 400 Cleveland-Cliffs shares in Q3 2023, an estimated $6.25K.
  • Cleveland-Cliffs made up 0.1% of Wealth Advisors's portfolio in Q3 2023, its #60 holding.
  • Wealth Advisors first reported a position in Cleveland-Cliffs in Q1 2021 and has held it in 10 quarters since.
  • Wealth Advisors's Cleveland-Cliffs position peaked at $510K in Q1 2022.
  • 606 funds tracked by Wall St. Rank held Cleveland-Cliffs as of Q3 2023.

Based on Wealth Advisors's 13F filing for Q3 2023, filed 24 Oct 2023.