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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Clearwater Paper CLW Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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
Q2 		– Sell
-26
Closed -$869 – 278
2023
Q1 		$869 Buy
+26
New +$939 ﹤0.01% 302

Other funds holding CLW

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T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s CLW Position: Q2 2023 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of Clearwater Paper (CLW) in Q2 2023, closing a stake of 26 shares — an estimated $869 sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in CLW in Q1 2023 and held it in 1 quarter. The position peaked at $869 in Q1 2023. 159 funds tracked by Wall St. Rank hold CLW as of Q2 2023.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining Clearwater Paper position as of Q2 2023 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 26 Clearwater Paper shares in Q2 2023, an estimated $869.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Clearwater Paper in Q1 2023 and held it in 1 quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Clearwater Paper position peaked at $869 in Q1 2023.
  • 159 funds tracked by Wall St. Rank held Clearwater Paper as of Q2 2023.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2023, filed 7 Aug 2026.