Financial Engines Advisors
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Financial Engines Advisors’s Clearwater Paper CLW Stock Holding History

Financial Engines Advisors’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
Q3 		– Sell
-4,385
Closed -$213K – 382
2024
Q2 		$213K Buy
+4,385
New +$206K ﹤0.01% 340
2023
Q1 		– Sell
-5,750
Closed -$217K – 290
2022
Q4 		$217K Buy
5,750
+90
+2% +$3.51K ﹤0.01% 272
2022
Q3 		$212K Buy
+5,660
New +$224K ﹤0.01% 274
2022
Q1 		– Sell
-7,183
Closed -$263K – 311
2021
Q4 		$263K Sell
7,183
-2,362
-25% -$94.2K ﹤0.01% 238
2021
Q3 		$365K Sell
9,545
-3,326
-26% -$106K ﹤0.01% 199
2021
Q2 		$373K Buy
12,871
+247
+2% +$7.71K ﹤0.01% 161
2021
Q1 		$475K Sell
12,624
-2,307
-15% -$92.1K ﹤0.01% 165
2020
Q4 		$564K Buy
14,931
+4,063
+37% +$152K ﹤0.01% 154
2020
Q3 		$412K Sell
10,868
-7,309
-40% -$262K ﹤0.01% 168
2020
Q2 		$657K Buy
18,177
+3,227
+22% +$89.7K ﹤0.01% 119
2020
Q1 		$326K Sell
14,950
-3,395
-19% -$81.6K ﹤0.01% 128
2019
Q4 		$392K Sell
18,345
-2,111
-10% -$42.4K ﹤0.01% 116
2019
Q3 		$432K Buy
+20,456
New +$364K ﹤0.01% 103

Other funds holding CLW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 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 $3.38T AUM 44.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 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
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Financial Engines Advisors's CLW Position: Q3 2024 in Review

Financial Engines Advisors sold out of Clearwater Paper (CLW) in Q3 2024, closing a stake of 4,385 shares — an estimated $213K sold.

Financial Engines Advisors first reported a position in CLW in Q3 2019 and held it in 13 quarters. The position peaked at $657K in Q2 2020. 171 funds tracked by Wall St. Rank hold CLW as of Q3 2024.

  • Financial Engines Advisors reported no remaining Clearwater Paper position as of Q3 2024 after selling out during the quarter.
  • Financial Engines Advisors sold 4,385 Clearwater Paper shares in Q3 2024, an estimated $213K.
  • Financial Engines Advisors first reported a position in Clearwater Paper in Q3 2019 and held it in 13 quarters.
  • Financial Engines Advisors's Clearwater Paper position peaked at $657K in Q2 2020.
  • 171 funds tracked by Wall St. Rank held Clearwater Paper as of Q3 2024.

Based on Financial Engines Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.