Envestnet Asset Management
CLW icon

Envestnet Asset Management’s Clearwater Paper CLW Stock Holding History

Envestnet Asset Management’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
2024
Q4 		– Sell
-7,750
Closed -$221K – 4319
2024
Q3 		$221K Buy
7,750
+1,597
+26% +$62.3K ﹤0.01% 3975
2024
Q2 		$298K Buy
+6,153
New +$289K ﹤0.01% 3737
2022
Q1 		– Sell
-7,597
Closed -$279K – 3954
2021
Q4 		$279K Buy
+7,597
New +$303K ﹤0.01% 3461
2018
Q3 		– Sell
-17
Closed – – 1485
2018
Q2 		$0 Hold
17
– – ﹤0.01% 2860
2018
Q1 		$1K Hold
17
– – ﹤0.01% 2762
2017
Q4 		$1K Hold
17
– – ﹤0.01% 2897
2017
Q3 		$1K Hold
17
– – ﹤0.01% 2845
2017
Q2 		$1K Hold
17
– – ﹤0.01% 2984
2017
Q1 		$1K Hold
17
– – ﹤0.01% 3044
2016
Q4 		$1K Buy
+17
New +$1.05K ﹤0.01% 3024

Other funds holding CLW

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RAM
Readystate Asset Management Chicago, Illinois $2.93B AUM 18.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management's CLW Position: Q4 2024 in Review

Envestnet Asset Management sold out of Clearwater Paper (CLW) in Q4 2024, closing a stake of 7,750 shares — an estimated $221K sold.

Envestnet Asset Management first reported a position in CLW in Q4 2016 and held it in 10 quarters. The position peaked at $298K in Q2 2024. 171 funds tracked by Wall St. Rank hold CLW as of Q4 2024.

  • Envestnet Asset Management reported no remaining Clearwater Paper position as of Q4 2024 after selling out during the quarter.
  • Envestnet Asset Management sold 7,750 Clearwater Paper shares in Q4 2024, an estimated $221K.
  • Envestnet Asset Management first reported a position in Clearwater Paper in Q4 2016 and held it in 10 quarters.
  • Envestnet Asset Management's Clearwater Paper position peaked at $298K in Q2 2024.
  • 171 funds tracked by Wall St. Rank held Clearwater Paper as of Q4 2024.

Based on Envestnet Asset Management's 13F filing for Q4 2024, filed 13 Feb 2025.