Accel Wealth Management’s Calumet Specialty Products CLMT Stock Holding History

Accel Wealth Management’s Portfolio CLMT Stock Details CLMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-10,000	Closed	-$149K	–	247
2024 Q1	$149K	Hold	10,000	–	–	0.06%	221
2023 Q4	$179K	Hold	10,000	–	–	0.09%	189
2023 Q3	$191K	Hold	10,000	–	–	0.11%	162
2023 Q2	$159K	Hold	10,000	–	–	0.09%	166
2023 Q1	$174K	Hold	10,000	–	–	0.07%	238
2022 Q4	$169K	Hold	10,000	–	–	0.08%	175
2022 Q3	$136K	Hold	10,000	–	–	0.07%	209
2022 Q2	$105K	Hold	10,000	–	–	0.06%	228
2022 Q1	$136K	Hold	10,000	–	–	0.07%	210
2021 Q4	$132K	Sell	10,000 -306	-3%	-$3.85K	0.06%	220
2021 Q3	$82K	Hold	10,306	–	–	0.05%	252
2021 Q2	$71K	Hold	10,306	–	–	0.05%	281
2021 Q1	$63K	Hold	10,306	–	–	0.05%	281
2020 Q4	$32K	Buy	+10,306	New	+$35.9K	0.03%	391

Other funds holding CLMT

WDOM

Wasserstein Debt Opportunities Management New York $189M AUM 169.75% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

DMKJ

David M. Knott Jr $168M AUM 60.36% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Grizzlyrock Capital Chicago, Illinois $126M AUM 11.88% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

Accel Wealth Management's CLMT Position: Q2 2024 in Review

Accel Wealth Management sold out of Calumet Specialty Products (CLMT) in Q2 2024, closing a stake of 10,000 shares — an estimated $149K sold.

Accel Wealth Management first reported a position in CLMT in Q4 2020 and held it in 14 quarters. The position peaked at $191K in Q3 2023. 69 funds tracked by Wall St. Rank hold CLMT as of Q2 2024.

Accel Wealth Management reported no remaining Calumet Specialty Products position as of Q2 2024 after selling out during the quarter.
Accel Wealth Management sold 10,000 Calumet Specialty Products shares in Q2 2024, an estimated $149K.
Accel Wealth Management first reported a position in Calumet Specialty Products in Q4 2020 and held it in 14 quarters.
Accel Wealth Management's Calumet Specialty Products position peaked at $191K in Q3 2023.
69 funds tracked by Wall St. Rank held Calumet Specialty Products as of Q2 2024.

Based on Accel Wealth Management's 13F filing for Q2 2024, filed 12 Jul 2024.