Carson Wealth (CWM LLC)
CLW icon

Carson Wealth (CWM LLC)’s Clearwater Paper CLW Stock Holding History

Carson Wealth (CWM LLC)’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
2026
Q1 		$31.8K Buy
2,212
+1,711
+342% +$27.9K ﹤0.01% 4120
2025
Q4 		$9K Sell
501
-723
-59% -$13.3K ﹤0.01% 4588
2025
Q3 		$25K Sell
1,224
-2,156
-64% -$52.1K ﹤0.01% 3976
2025
Q2 		$92K Buy
3,380
+3,234
+2,215% +$87.3K ﹤0.01% 2796
2025
Q1 		$4K Buy
146
+15
+11% +$418 ﹤0.01% 4521
2024
Q4 		$4K Buy
131
+87
+198% +$2.36K ﹤0.01% 4282
2024
Q3 		$1K Sell
44
-436
-91% -$17K ﹤0.01% 4536
2024
Q2 		$23K Buy
480
+334
+229% +$15.7K ﹤0.01% 3012
2024
Q1 		$6K Buy
146
+96
+192% +$3.54K ﹤0.01% 3562
2023
Q4 		$2K Buy
50
+1
+2% +$36 ﹤0.01% 3789
2023
Q3 		$2K Buy
49
+21
+75% +$729 ﹤0.01% 3770
2023
Q2 		$1K Sell
28
-16
-36% -$516 ﹤0.01% 3928
2023
Q1 		$1K Buy
44
+38
+633% +$1.37K ﹤0.01% 3790
2022
Q4 		$0 Sell
6
-28
-82% -$1.09K ﹤0.01% 3996
2022
Q3 		$1K Buy
+34
New +$1.35K ﹤0.01% 3612

Other funds holding CLW

SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
RAM
Readystate Asset Management Chicago, Illinois $1.71B AUM 15% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ICM
Invenomic Capital Management Boston, Massachusetts $2.17B AUM 0.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return