Atria Wealth Solutions’s Calumet Specialty Products CLMT Stock Holding History

Atria Wealth Solutions’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 Q4	–	Sell	-15,000	Closed	-$267K	–	1987
2024 Q3	$267K	Sell	15,000 -10,000	-40%	-$160K	﹤0.01%	1587
2024 Q2	$401K	Hold	25,000	–	–	﹤0.01%	1342
2024 Q1	$372K	Sell	25,000 -2,000	-7%	-$31.9K	﹤0.01%	1410
2023 Q4	$482K	Sell	27,000 -9,000	-25%	-$146K	0.01%	1233
2023 Q3	$688K	Buy	36,000 +1,000	+3%	+$17.3K	0.01%	990
2023 Q2	$555K	Sell	35,000 -2,000	-5%	-$32.9K	0.01%	1104
2023 Q1	$643K	Sell	37,000 -2,000	-5%	-$35.5K	0.01%	997
2022 Q4	$658K	Buy	39,000 +19,000	+95%	+$306K	0.01%	950
2022 Q3	$256K	Hold	20,000	–	–	﹤0.01%	1397
2022 Q2	$208K	Buy	+20,000	New	+$266K	﹤0.01%	1432

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

DMKJ

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

TSC

Two Seas Capital Rye, New York $7.15B AUM 169.27% 1-Year Est. Return

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCM

Tyro Capital Management Miami, Florida $921M AUM 60.37% 1-Year Est. Return

Atria Wealth Solutions's CLMT Position: Q4 2024 in Review

Atria Wealth Solutions sold out of Calumet Specialty Products (CLMT) in Q4 2024, closing a stake of 15,000 shares — an estimated $267K sold.

Atria Wealth Solutions first reported a position in CLMT in Q2 2022 and held it in 10 quarters. The position peaked at $688K in Q3 2023. 123 funds tracked by Wall St. Rank hold CLMT as of Q4 2024.

Atria Wealth Solutions reported no remaining Calumet Specialty Products position as of Q4 2024 after selling out during the quarter.
Atria Wealth Solutions sold 15,000 Calumet Specialty Products shares in Q4 2024, an estimated $267K.
Atria Wealth Solutions first reported a position in Calumet Specialty Products in Q2 2022 and held it in 10 quarters.
Atria Wealth Solutions's Calumet Specialty Products position peaked at $688K in Q3 2023.
123 funds tracked by Wall St. Rank held Calumet Specialty Products as of Q4 2024.

Based on Atria Wealth Solutions's 13F filing for Q4 2024, filed 31 Jan 2025.