WEPOG
CLF icon

Wealth Enhancement & Preservation of GA’s Cleveland-Cliffs CLF Stock Holding History

Wealth Enhancement & Preservation of GA’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
-95,165
Closed -$1.89M – 51
2021
Q3 		$1.89M Buy
+95,165
New +$2.17M 1.45% 16

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealth Enhancement & Preservation of GA's CLF Position: Q4 2021 in Review

Wealth Enhancement & Preservation of GA sold out of Cleveland-Cliffs (CLF) in Q4 2021, closing a stake of 95,165 shares — an estimated $1.89M sold.

Wealth Enhancement & Preservation of GA first reported a position in CLF in Q3 2021 and held it in 1 quarter. The position peaked at $1.89M in Q3 2021. 576 funds tracked by Wall St. Rank hold CLF as of Q4 2021.

  • Wealth Enhancement & Preservation of GA reported no remaining Cleveland-Cliffs position as of Q4 2021 after selling out during the quarter.
  • Wealth Enhancement & Preservation of GA sold 95,165 Cleveland-Cliffs shares in Q4 2021, an estimated $1.89M.
  • Wealth Enhancement & Preservation of GA first reported a position in Cleveland-Cliffs in Q3 2021 and held it in 1 quarter.
  • Wealth Enhancement & Preservation of GA's Cleveland-Cliffs position peaked at $1.89M in Q3 2021.
  • 576 funds tracked by Wall St. Rank held Cleveland-Cliffs as of Q4 2021.

Based on Wealth Enhancement & Preservation of GA's 13F filing for Q4 2021, filed 2 Feb 2022.