Empower Advisory Group
CLW icon

Empower Advisory Group’s Clearwater Paper CLW Stock Holding History

Empower Advisory Group’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
2023
Q3 		– Sell
-7,889
Closed -$247K – 463
2023
Q2 		$247K Sell
7,889
-94,561
-92% -$3.05M ﹤0.01% 426
2023
Q1 		$3.43M Buy
+102,450
New +$3.7M 0.02% 195

Other funds holding CLW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

Empower Advisory Group's CLW Position: Q3 2023 in Review

Empower Advisory Group sold out of Clearwater Paper (CLW) in Q3 2023, closing a stake of 7,889 shares — an estimated $247K sold.

Empower Advisory Group first reported a position in CLW in Q1 2023 and held it in 2 quarters. The position peaked at $3.43M in Q1 2023. 156 funds tracked by Wall St. Rank hold CLW as of Q3 2023.

  • Empower Advisory Group reported no remaining Clearwater Paper position as of Q3 2023 after selling out during the quarter.
  • Empower Advisory Group sold 7,889 Clearwater Paper shares in Q3 2023, an estimated $247K.
  • Empower Advisory Group first reported a position in Clearwater Paper in Q1 2023 and held it in 2 quarters.
  • Empower Advisory Group's Clearwater Paper position peaked at $3.43M in Q1 2023.
  • 156 funds tracked by Wall St. Rank held Clearwater Paper as of Q3 2023.

Based on Empower Advisory Group's 13F filing for Q3 2023, filed 6 Nov 2023.