Beaird Harris Wealth Management’s Calumet Specialty Products CLMT Stock Holding History

Beaird Harris 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
2023 Q2	–	Sell	-151	Closed	-$2.63K	–	481
2023 Q1	$2.63K	Buy	+151	New	+$2.68K	﹤0.01%	361

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

FMI

F/M Investments Washington, District of Columbia $1.51B AUM 25.86% 1-Year Est. Return

JCP

Jennifer C. Price $75.5M AUM 6.25% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

WWM

Windsor Wealth Management Indianapolis, Indiana $546M AUM 16.47% 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

BCM

Bienville Capital Management New York $550M AUM 3.49% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Beaird Harris Wealth Management's CLMT Position: Q2 2023 in Review

Beaird Harris Wealth Management sold out of Calumet Specialty Products (CLMT) in Q2 2023, closing a stake of 151 shares — an estimated $2.63K sold.

Beaird Harris Wealth Management first reported a position in CLMT in Q1 2023 and held it in 1 quarter. The position peaked at $2.63K in Q1 2023. 66 funds tracked by Wall St. Rank hold CLMT as of Q2 2023.

Beaird Harris Wealth Management reported no remaining Calumet Specialty Products position as of Q2 2023 after selling out during the quarter.
Beaird Harris Wealth Management sold 151 Calumet Specialty Products shares in Q2 2023, an estimated $2.63K.
Beaird Harris Wealth Management first reported a position in Calumet Specialty Products in Q1 2023 and held it in 1 quarter.
Beaird Harris Wealth Management's Calumet Specialty Products position peaked at $2.63K in Q1 2023.
66 funds tracked by Wall St. Rank held Calumet Specialty Products as of Q2 2023.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2023, filed 26 Jul 2023.