Advisornet Financial’s Calumet Specialty Products CLMT Stock Holding History

Advisornet Financial’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
2023 Q1	–	Sell	-250	Closed	-$4.22K	–	2411
2022 Q4	$4.22K	Hold	250	–	–	﹤0.01%	1498
2022 Q3	$3K	Hold	250	–	–	﹤0.01%	1595
2022 Q2	$3K	Buy	+250	New	+$3.32K	﹤0.01%	1602
2020 Q2	–	Sell	-1,470	Closed	-$2K	–	1787
2020 Q1	$2K	Hold	1,470	–	–	﹤0.01%	1560
2019 Q4	$5K	Sell	1,470 -1,000	-40%	-$3.45K	﹤0.01%	1526
2019 Q3	$9K	Buy	2,470 +1,000	+68%	+$4.28K	﹤0.01%	1396
2019 Q2	$6K	Hold	1,470	–	–	﹤0.01%	1336
2019 Q1	$5K	Hold	1,470	–	–	﹤0.01%	1308
2018 Q4	$3K	Hold	1,470	–	–	﹤0.01%	1298
2018 Q3	$9K	Hold	1,470	–	–	﹤0.01%	1141
2018 Q2	$11K	Hold	1,470	–	–	﹤0.01%	1112
2018 Q1	$10K	Hold	1,470	–	–	﹤0.01%	1087
2017 Q4	$11K	Buy	+1,470	New	+$12.3K	﹤0.01%	985

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

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

Goldman Sachs New York $871B AUM 31.28% 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

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

BCM

Bienville Capital Management New York $550M AUM 3.49% 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

Advisornet Financial's CLMT Position: Q1 2023 in Review

Advisornet Financial sold out of Calumet Specialty Products (CLMT) in Q1 2023, closing a stake of 250 shares — an estimated $4.22K sold.

Advisornet Financial first reported a position in CLMT in Q4 2017 and held it in 13 quarters. The position peaked at $11K in Q2 2018. 70 funds tracked by Wall St. Rank hold CLMT as of Q1 2023.

Advisornet Financial reported no remaining Calumet Specialty Products position as of Q1 2023 after selling out during the quarter.
Advisornet Financial sold 250 Calumet Specialty Products shares in Q1 2023, an estimated $4.22K.
Advisornet Financial first reported a position in Calumet Specialty Products in Q4 2017 and held it in 13 quarters.
Advisornet Financial's Calumet Specialty Products position peaked at $11K in Q2 2018.
70 funds tracked by Wall St. Rank held Calumet Specialty Products as of Q1 2023.

Based on Advisornet Financial's 13F filing for Q1 2023, filed 28 Apr 2023.