Covestor’s Clearwater Paper CLW Stock Holding History

Covestor’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
2025 Q2	–	Sell	-425	Closed	-$11K	–	2270
2025 Q1	$11K	Sell	425 -5	-1%	-$139	0.01%	1426
2024 Q4	$13K	Buy	430 +86	+25%	+$2.33K	0.01%	1375
2024 Q3	$10K	Buy	344 +117	+52%	+$4.56K	0.01%	1545
2024 Q2	$11K	Buy	227 +202	+808%	+$9.5K	0.01%	1452
2024 Q1	$1K	Sell	25 -509	-95%	-$18.8K	﹤0.01%	1930
2023 Q4	$19K	Buy	534 +67	+14%	+$2.41K	0.01%	1211
2023 Q3	$17K	Buy	467 +86	+23%	+$2.99K	0.01%	1174
2023 Q2	$12K	Buy	381 +271	+246%	+$8.74K	0.01%	1350
2023 Q1	$4K	Buy	110 +41	+59%	+$1.48K	﹤0.01%	1593
2022 Q4	$3K	Hold	69	–	–	﹤0.01%	1678
2022 Q3	$3K	Buy	+69	New	+$2.73K	﹤0.01%	1604

Other funds holding CLW

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

Readystate Asset Management Chicago, Illinois $1.71B AUM 15% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Towle & Co Denver, Colorado $257M AUM 73.13% 1-Year Est. Return