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WR Wealth Planners’s Cleveland-Cliffs CLF Stock Holding History

WR Wealth Planners’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
2024
Q4 		$1.09K Buy
116
+45
+63% +$542 ﹤0.01% 922
2024
Q3 		$907 Hold
71
– – ﹤0.01% 979
2024
Q2 		$1.09K Sell
71
-8
-10% -$143 ﹤0.01% 946
2024
Q1 		$1.8K Buy
+79
New +$1.57K ﹤0.01% 890
2023
Q4 		– Sell
-55
Closed -$860 – 298
2023
Q3 		$860 Hold
55
– – ﹤0.01% 837
2023
Q2 		$922 Hold
55
– – ﹤0.01% 830
2023
Q1 		$1.01K Buy
+55
New +$1.09K ﹤0.01% 835

Other funds holding CLF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WR Wealth Planners's CLF Position: Q4 2024 in Review

WR Wealth Planners increased its Cleveland-Cliffs (CLF) stake by 63% in Q4 2024, buying an estimated $542 and bringing the position to 116 shares worth $1.09K. The position accounts for ﹤0.01% of the portfolio, ranked #922.

WR Wealth Planners first reported a position in CLF in Q1 2023 and has held it in 7 quarters since. The position peaked at $1.8K in Q1 2024. 573 funds tracked by Wall St. Rank hold CLF as of Q4 2024.

  • WR Wealth Planners held 116 shares of Cleveland-Cliffs worth $1.09K as of Q4 2024.
  • WR Wealth Planners bought 45 Cleveland-Cliffs shares in Q4 2024, an estimated $542.
  • Cleveland-Cliffs made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #922 holding.
  • WR Wealth Planners first reported a position in Cleveland-Cliffs in Q1 2023 and has held it in 7 quarters since.
  • WR Wealth Planners's Cleveland-Cliffs position peaked at $1.8K in Q1 2024.
  • 573 funds tracked by Wall St. Rank held Cleveland-Cliffs as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.