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Atticus Wealth Management’s Calumet Specialty Products CLMT Stock Holding History

Atticus 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
2025
Q3 		– Sell
-250
Closed -$3.94K – 282
2025
Q2 		$3.94K Hold
250
– – ﹤0.01% 535
2025
Q1 		$3.17K Hold
250
– – ﹤0.01% 438
2024
Q4 		$5.5K Hold
250
– – ﹤0.01% 426
2024
Q3 		$4.46K Sell
250
-900
-78% -$14.4K ﹤0.01% 434
2024
Q2 		$18.5K Hold
1,150
– – 0.01% 320
2024
Q1 		$17.1K Hold
1,150
– – 0.01% 343
2023
Q4 		$20.6K Hold
1,150
– – 0.01% 329
2023
Q3 		$22K Buy
1,150
+650
+130% +$11.3K 0.01% 329
2023
Q2 		$7.93K Buy
+500
New +$8.23K ﹤0.01% 419

Other funds holding CLMT

WDOM
Wasserstein Debt Opportunities Management New York $189M AUM 169.75% 1-Year Est. Return
TSC
Two Seas Capital Rye, New York $7.15B AUM 169.27% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Atticus Wealth Management's CLMT Position: Q3 2025 in Review

Atticus Wealth Management sold out of Calumet Specialty Products (CLMT) in Q3 2025, closing a stake of 250 shares — an estimated $3.94K sold.

Atticus Wealth Management first reported a position in CLMT in Q2 2023 and held it in 9 quarters. The position peaked at $22K in Q3 2023. 149 funds tracked by Wall St. Rank hold CLMT as of Q3 2025.

  • Atticus Wealth Management reported no remaining Calumet Specialty Products position as of Q3 2025 after selling out during the quarter.
  • Atticus Wealth Management sold 250 Calumet Specialty Products shares in Q3 2025, an estimated $3.94K.
  • Atticus Wealth Management first reported a position in Calumet Specialty Products in Q2 2023 and held it in 9 quarters.
  • Atticus Wealth Management's Calumet Specialty Products position peaked at $22K in Q3 2023.
  • 149 funds tracked by Wall St. Rank held Calumet Specialty Products as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.