AWM
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AE Wealth Management’s Calumet Specialty Products CLMT Stock Holding History

AE 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
Q1 		– Sell
-14,622
Closed -$234K – 1295
2023
Q4 		$234K Hold
14,622
– – ﹤0.01% 1826
2023
Q3 		$279K Buy
+14,622
New +$253K ﹤0.01% 1640

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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
GC
Grizzlyrock Capital Chicago, Illinois $126M AUM 11.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 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

AE Wealth Management's CLMT Position: Q1 2024 in Review

AE Wealth Management sold out of Calumet Specialty Products (CLMT) in Q1 2024, closing a stake of 14,622 shares — an estimated $234K sold.

AE Wealth Management first reported a position in CLMT in Q3 2023 and held it in 2 quarters. The position peaked at $279K in Q3 2023. 78 funds tracked by Wall St. Rank hold CLMT as of Q1 2024.

  • AE Wealth Management reported no remaining Calumet Specialty Products position as of Q1 2024 after selling out during the quarter.
  • AE Wealth Management sold 14,622 Calumet Specialty Products shares in Q1 2024, an estimated $234K.
  • AE Wealth Management first reported a position in Calumet Specialty Products in Q3 2023 and held it in 2 quarters.
  • AE Wealth Management's Calumet Specialty Products position peaked at $279K in Q3 2023.
  • 78 funds tracked by Wall St. Rank held Calumet Specialty Products as of Q1 2024.

Based on AE Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.