Wealthcare Advisory Partners
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Wealthcare Advisory Partners’s Cleveland-Cliffs CLF Stock Holding History

Wealthcare Advisory Partners’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 		$130K Sell
11,824
-2,040
-15% -$23.1K ﹤0.01% 1084
2026
Q2 		$130K Sell
13,864
-2,669
-16% -$29.4K ﹤0.01% 1054
2026
Q1 		$140K Sell
16,533
-4,457
-21% -$51K ﹤0.01% 1041
2025
Q4 		$279K Sell
20,990
-860
-4% -$10.9K 0.01% 898
2025
Q3 		$267K Sell
21,850
-2,825
-11% -$29.7K 0.01% 894
2025
Q2 		$188K Sell
24,675
-6,460
-21% -$48K ﹤0.01% 935
2025
Q1 		$256K Sell
31,135
-2,675
-8% -$27.2K 0.01% 801
2024
Q4 		$318K Sell
33,810
-5,904
-15% -$71.2K 0.01% 694
2024
Q3 		$507K Buy
39,714
+1,520
+4% +$20.6K 0.01% 563
2024
Q2 		$588K Sell
38,194
-7,519
-16% -$135K 0.02% 501
2024
Q1 		$1.04M Sell
45,713
-330
-0.7% -$6.54K 0.03% 347
2023
Q4 		$940K Buy
46,043
+11
+0% +$188 0.04% 324
2023
Q3 		$719K Buy
46,032
+1,069
+2% +$16.7K 0.03% 347
2023
Q2 		$754K Buy
44,963
+985
+2% +$15.6K 0.03% 355
2023
Q1 		$806K Buy
43,978
+272
+0.6% +$5.39K 0.03% 335
2022
Q4 		$704K Buy
43,706
+15,275
+54% +$230K 0.03% 342
2022
Q3 		$383K Buy
28,431
+2,061
+8% +$34.3K 0.02% 428
2022
Q2 		$405K Buy
26,370
+7,953
+43% +$190K 0.02% 370
2022
Q1 		$593K Buy
18,417
+1,614
+10% +$36.8K 0.04% 280
2021
Q4 		$366K Buy
16,803
+2,370
+16% +$51.1K 0.02% 396
2021
Q3 		$286K Sell
14,433
-9,297
-39% -$212K 0.02% 430
2021
Q2 		$512K Buy
23,730
+12,570
+113% +$248K 0.03% 318
2021
Q1 		$224K Buy
+11,160
New +$182K 0.02% 454
2020
Q2 		– Sell
-760
Closed -$3K – 493
2020
Q1 		$3K Buy
+760
New +$4.78K ﹤0.01% 1216

Other funds holding CLF

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
SFE Investment Counsel
SFE Investment Counsel Los Angeles, California $747M AUM 27.5% 1-Year Est. Return
Counterpoint Mutual Funds
Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Lee, Danner & Bass
Lee, Danner & Bass Nashville, Tennessee $1.71B AUM 27.42% 1-Year Est. Return
Truist Financial
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

Wealthcare Advisory Partners's CLF Position: Q3 2026 in Review

Wealthcare Advisory Partners reduced its Cleveland-Cliffs (CLF) stake by 15% in Q3 2026, selling an estimated $23.1K and leaving 11,824 shares worth $130K. The position accounts for ﹤0.01% of the portfolio, ranked #1084.

Wealthcare Advisory Partners first reported a position in CLF in Q1 2020 and has held it in 24 quarters since. The position peaked at $1.04M in Q1 2024. 176 funds tracked by Wall St. Rank hold CLF as of Q3 2026.

  • Wealthcare Advisory Partners held 11,824 shares of Cleveland-Cliffs worth $130K as of Q3 2026.
  • Wealthcare Advisory Partners sold 2,040 Cleveland-Cliffs shares in Q3 2026, an estimated $23.1K.
  • Cleveland-Cliffs made up ﹤0.01% of Wealthcare Advisory Partners's portfolio in Q3 2026, its #1084 holding.
  • Wealthcare Advisory Partners first reported a position in Cleveland-Cliffs in Q1 2020 and has held it in 24 quarters since.
  • Wealthcare Advisory Partners's Cleveland-Cliffs position peaked at $1.04M in Q1 2024.
  • 176 funds tracked by Wall St. Rank held Cleveland-Cliffs as of Q3 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q3 2026, filed 21 Oct 2026.