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EnRich Financial Partners’s Calumet Specialty Products CLMT Stock Holding History

EnRich Financial Partners’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
Q1 		– Sell
-2,800
Closed -$61.7K – 81
2024
Q4 		$61.7K Hold
2,800
– – 0.02% 103
2024
Q3 		$49.9K Buy
+2,800
New +$44.9K 0.02% 108

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TSC
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Susquehanna International Group
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Millennium Management
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BlackRock
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EnRich Financial Partners's CLMT Position: Q1 2025 in Review

EnRich Financial Partners sold out of Calumet Specialty Products (CLMT) in Q1 2025, closing a stake of 2,800 shares — an estimated $61.7K sold.

EnRich Financial Partners first reported a position in CLMT in Q3 2024 and held it in 2 quarters. The position peaked at $61.7K in Q4 2024. 129 funds tracked by Wall St. Rank hold CLMT as of Q1 2025.

  • EnRich Financial Partners reported no remaining Calumet Specialty Products position as of Q1 2025 after selling out during the quarter.
  • EnRich Financial Partners sold 2,800 Calumet Specialty Products shares in Q1 2025, an estimated $61.7K.
  • EnRich Financial Partners first reported a position in Calumet Specialty Products in Q3 2024 and held it in 2 quarters.
  • EnRich Financial Partners's Calumet Specialty Products position peaked at $61.7K in Q4 2024.
  • 129 funds tracked by Wall St. Rank held Calumet Specialty Products as of Q1 2025.

Based on EnRich Financial Partners's 13F filing for Q1 2025, filed 25 Apr 2025.