Corient Private Wealth
CLMT icon

Corient Private Wealth’s Calumet Specialty Products CLMT Stock Holding History

Corient Private Wealth’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
-36,625
Closed -$577K – 2578
2025
Q2 		$577K Buy
+36,625
New +$466K ﹤0.01% 1631
2024
Q3 		– Sell
-461,052
Closed -$7.44M – 2484
2024
Q2 		$7.44M Sell
461,052
-16,465
-3% -$260K 0.01% 600
2024
Q1 		$7.1M Buy
477,517
+12,359
+3% +$197K 0.01% 612
2023
Q4 		$8.31M Buy
+465,158
New +$7.54M 0.02% 565

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