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Xcel Wealth Management’s Cleveland-Cliffs CLF Stock Holding History

Xcel Wealth Management’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
2022
Q1 		– Sell
-25,700
Closed -$559K – 139
2021
Q4 		$559K Buy
25,700
+4,099
+19% +$88.3K 0.14% 97
2021
Q3 		$428K Buy
21,601
+8,400
+64% +$191K 0.12% 105
2021
Q2 		$285K Buy
+13,201
New +$260K 0.09% 125

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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Xcel Wealth Management's CLF Position: Q1 2022 in Review

Xcel Wealth Management sold out of Cleveland-Cliffs (CLF) in Q1 2022, closing a stake of 25,700 shares — an estimated $559K sold.

Xcel Wealth Management first reported a position in CLF in Q2 2021 and held it in 3 quarters. The position peaked at $559K in Q4 2021. 648 funds tracked by Wall St. Rank hold CLF as of Q1 2022.

  • Xcel Wealth Management reported no remaining Cleveland-Cliffs position as of Q1 2022 after selling out during the quarter.
  • Xcel Wealth Management sold 25,700 Cleveland-Cliffs shares in Q1 2022, an estimated $559K.
  • Xcel Wealth Management first reported a position in Cleveland-Cliffs in Q2 2021 and held it in 3 quarters.
  • Xcel Wealth Management's Cleveland-Cliffs position peaked at $559K in Q4 2021.
  • 648 funds tracked by Wall St. Rank held Cleveland-Cliffs as of Q1 2022.

Based on Xcel Wealth Management's 13F filing for Q1 2022, filed 29 Apr 2022.