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Fortitude Advisory Group’s Calumet Specialty Products CLMT Stock Holding History

Fortitude Advisory Group’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
2022
Q2 		– Sell
-1,400
Closed -$19K – 405
2022
Q1 		$19K Hold
1,400
– – 0.01% 842
2021
Q4 		$18K Buy
+1,400
New +$17.6K 0.01% 867

Other funds holding CLMT

AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
DMKJ
David M. Knott Jr $168M AUM 60.36% 1-Year Est. Return
EGA
Evermore Global Advisors Summit, New Jersey $26.3M AUM 7.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BC
Barnett & Company Chattanooga, Tennessee $129M AUM 14.9% 1-Year Est. Return
BCM
Bienville Capital Management New York $550M AUM 3.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fortitude Advisory Group's CLMT Position: Q2 2022 in Review

Fortitude Advisory Group sold out of Calumet Specialty Products (CLMT) in Q2 2022, closing a stake of 1,400 shares — an estimated $19K sold.

Fortitude Advisory Group first reported a position in CLMT in Q4 2021 and held it in 2 quarters. The position peaked at $19K in Q1 2022. 65 funds tracked by Wall St. Rank hold CLMT as of Q2 2022.

  • Fortitude Advisory Group reported no remaining Calumet Specialty Products position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 1,400 Calumet Specialty Products shares in Q2 2022, an estimated $19K.
  • Fortitude Advisory Group first reported a position in Calumet Specialty Products in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's Calumet Specialty Products position peaked at $19K in Q1 2022.
  • 65 funds tracked by Wall St. Rank held Calumet Specialty Products as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.