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AE Wealth Management’s Clearwater Paper CLW Stock Holding History

AE 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
2025
Q1 		– Sell
-7,171
Closed -$213K – 2167
2024
Q4 		$213K Sell
7,171
-234
-3% -$6.35K ﹤0.01% 1246
2024
Q3 		$211K Sell
7,405
-611
-8% -$23.8K ﹤0.01% 1159
2024
Q2 		$389K Buy
+8,016
New +$377K ﹤0.01% 953
2020
Q1 		– Sell
-15,187
Closed -$324K – 1132
2019
Q4 		$324K Sell
15,187
-8,946
-37% -$180K 0.01% 872
2019
Q3 		$510K Sell
24,133
-7,799
-24% -$139K 0.01% 613
2019
Q2 		$590K Buy
31,932
+21,658
+211% +$405K 0.02% 542
2019
Q1 		$200K Buy
+10,274
New +$296K 0.01% 596

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
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
RAM
Readystate Asset Management Chicago, Illinois $2.93B AUM 18.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

AE Wealth Management's CLW Position: Q1 2025 in Review

AE Wealth Management sold out of Clearwater Paper (CLW) in Q1 2025, closing a stake of 7,171 shares — an estimated $213K sold.

AE Wealth Management first reported a position in CLW in Q1 2019 and held it in 7 quarters. The position peaked at $590K in Q2 2019. 159 funds tracked by Wall St. Rank hold CLW as of Q1 2025.

  • AE Wealth Management reported no remaining Clearwater Paper position as of Q1 2025 after selling out during the quarter.
  • AE Wealth Management sold 7,171 Clearwater Paper shares in Q1 2025, an estimated $213K.
  • AE Wealth Management first reported a position in Clearwater Paper in Q1 2019 and held it in 7 quarters.
  • AE Wealth Management's Clearwater Paper position peaked at $590K in Q2 2019.
  • 159 funds tracked by Wall St. Rank held Clearwater Paper as of Q1 2025.

Based on AE Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.