ACG Wealth’s Calumet Specialty Products CLMT Stock Holding History

ACG Wealth’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
2022 Q3	–	Sell	-750	Closed	-$8K	–	365
2022 Q2	$8K	Buy	+750	New	+$9.97K	﹤0.01%	717

Other funds holding CLMT

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

EGA

Evermore Global Advisors Summit, New Jersey $26.3M AUM 7.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

WWM

Windsor Wealth Management Indianapolis, Indiana $546M AUM 16.47% 1-Year Est. Return

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

RJA

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

Barnett & Company Chattanooga, Tennessee $129M AUM 14.9% 1-Year Est. Return

ACG Wealth's CLMT Position: Q3 2022 in Review

ACG Wealth sold out of Calumet Specialty Products (CLMT) in Q3 2022, closing a stake of 750 shares — an estimated $8K sold.

ACG Wealth first reported a position in CLMT in Q2 2022 and held it in 1 quarter. The position peaked at $8K in Q2 2022. 62 funds tracked by Wall St. Rank hold CLMT as of Q3 2022.

ACG Wealth reported no remaining Calumet Specialty Products position as of Q3 2022 after selling out during the quarter.
ACG Wealth sold 750 Calumet Specialty Products shares in Q3 2022, an estimated $8K.
ACG Wealth first reported a position in Calumet Specialty Products in Q2 2022 and held it in 1 quarter.
ACG Wealth's Calumet Specialty Products position peaked at $8K in Q2 2022.
62 funds tracked by Wall St. Rank held Calumet Specialty Products as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.