Wealth Enhancement Advisory Services’s Cleveland-Cliffs CLF Stock Holding History

Wealth Enhancement Advisory Services’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
2026 Q3	$471K	Sell	38,626 -15,423	-29%	-$175K	﹤0.01%	2878
2026 Q2	$508K	Buy	54,049 +504	+0.9%	+$5.54K	﹤0.01%	2665
2026 Q1	$450K	Sell	53,545 -24,126	-31%	-$276K	﹤0.01%	2403
2025 Q4	$1.03M	Sell	77,671 -5,922	-7%	-$74.8K	﹤0.01%	1942
2025 Q3	$1.07M	Sell	83,593 -17,334	-17%	-$182K	﹤0.01%	1813
2025 Q2	$890K	Sell	100,927 -87,958	-47%	-$654K	﹤0.01%	1825
2025 Q1	$1.55M	Buy	188,885 +31,083	+20%	+$316K	﹤0.01%	1375
2024 Q4	$1.48M	Sell	157,802 -50,968	-24%	-$614K	﹤0.01%	1326
2024 Q3	$2.67M	Sell	208,770 -60,800	-23%	-$826K	0.01%	943
2024 Q2	$4.15M	Buy	269,570 +244,517	+976%	+$4.38M	0.01%	741
2024 Q1	$570K	Buy	25,053 +476	+2%	+$9.44K	﹤0.01%	1501
2023 Q4	$502K	Sell	24,577 -75,697	-75%	-$1.3M	﹤0.01%	1504
2023 Q3	$1.57M	Buy	+100,274	New	+$1.57M	0.01%	945

Other funds holding CLF

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

SFE Investment Counsel Los Angeles, California $747M AUM 27.5% 1-Year Est. Return

Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Lee, Danner & Bass Nashville, Tennessee $1.71B AUM 27.42% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

OTL

Oak Thistle LLC New York $1.09B AUM 11.78% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.68B AUM 22.33% 1-Year Est. Return

Wealth Enhancement Advisory Services's CLF Position: Q3 2026 in Review

Wealth Enhancement Advisory Services reduced its Cleveland-Cliffs (CLF) stake by 29% in Q3 2026, selling an estimated $175K and leaving 38,626 shares worth $471K. The position accounts for ﹤0.01% of the portfolio, ranked #2878.

Wealth Enhancement Advisory Services first reported a position in CLF in Q3 2023 and has held it in 13 quarters since. The position peaked at $4.15M in Q2 2024. 176 funds tracked by Wall St. Rank hold CLF as of Q3 2026.

Wealth Enhancement Advisory Services held 38,626 shares of Cleveland-Cliffs worth $471K as of Q3 2026.
Wealth Enhancement Advisory Services sold 15,423 Cleveland-Cliffs shares in Q3 2026, an estimated $175K.
Cleveland-Cliffs made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #2878 holding.
Wealth Enhancement Advisory Services first reported a position in Cleveland-Cliffs in Q3 2023 and has held it in 13 quarters since.
Wealth Enhancement Advisory Services's Cleveland-Cliffs position peaked at $4.15M in Q2 2024.
176 funds tracked by Wall St. Rank held Cleveland-Cliffs as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.