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Abound Wealth Management’s Clearwater Paper CLW Stock Holding History

Abound Wealth Management’s Portfolio CLW Stock Details CLW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-6
Closed -$172 – 1250
2024
Q3 		$172 Sell
6
-3
-33% -$117 ﹤0.01% 1244
2024
Q2 		$437 Hold
9
– – ﹤0.01% 866
2024
Q1 		$394 Hold
9
– – ﹤0.01% 1005
2023
Q4 		$326 Buy
+9
New +$323 ﹤0.01% 1121

Other funds holding CLW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RAM
Readystate Asset Management Chicago, Illinois $2.93B AUM 18.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Abound Wealth Management's CLW Position: Q4 2024 in Review

Abound Wealth Management sold out of Clearwater Paper (CLW) in Q4 2024, closing a stake of 6 shares — an estimated $172 sold.

Abound Wealth Management first reported a position in CLW in Q4 2023 and held it in 4 quarters. The position peaked at $437 in Q2 2024. 171 funds tracked by Wall St. Rank hold CLW as of Q4 2024.

  • Abound Wealth Management reported no remaining Clearwater Paper position as of Q4 2024 after selling out during the quarter.
  • Abound Wealth Management sold 6 Clearwater Paper shares in Q4 2024, an estimated $172.
  • Abound Wealth Management first reported a position in Clearwater Paper in Q4 2023 and held it in 4 quarters.
  • Abound Wealth Management's Clearwater Paper position peaked at $437 in Q2 2024.
  • 171 funds tracked by Wall St. Rank held Clearwater Paper as of Q4 2024.

Based on Abound Wealth Management's 13F filing for Q4 2024, filed 13 Jan 2025.