GWSG
CLMT icon

GPS Wealth Strategies Group’s Calumet Specialty Products CLMT Stock Holding History

GPS Wealth Strategies 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
2023
Q2 		– Sell
-250
Closed -$4.34K – 1256
2023
Q1 		$4.34K Buy
+250
New +$4.44K ﹤0.01% 1000

Other funds holding CLMT

AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
DMKJ
David M. Knott Jr $189M AUM 67.72% 1-Year Est. Return
FMI
F/M Investments Washington, District of Columbia $1.97B AUM 30.33% 1-Year Est. Return
JCP
Jennifer C. Price $75.5M AUM 6.25% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
WWM
Windsor Wealth Management Indianapolis, Indiana $546M AUM 16.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
BCM
Bienville Capital Management New York $750M AUM 2.59% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

GPS Wealth Strategies Group's CLMT Position: Q2 2023 in Review

GPS Wealth Strategies Group sold out of Calumet Specialty Products (CLMT) in Q2 2023, closing a stake of 250 shares — an estimated $4.34K sold.

GPS Wealth Strategies Group first reported a position in CLMT in Q1 2023 and held it in 1 quarter. The position peaked at $4.34K in Q1 2023. 66 funds tracked by Wall St. Rank hold CLMT as of Q2 2023.

  • GPS Wealth Strategies Group reported no remaining Calumet Specialty Products position as of Q2 2023 after selling out during the quarter.
  • GPS Wealth Strategies Group sold 250 Calumet Specialty Products shares in Q2 2023, an estimated $4.34K.
  • GPS Wealth Strategies Group first reported a position in Calumet Specialty Products in Q1 2023 and held it in 1 quarter.
  • GPS Wealth Strategies Group's Calumet Specialty Products position peaked at $4.34K in Q1 2023.
  • 66 funds tracked by Wall St. Rank held Calumet Specialty Products as of Q2 2023.

Based on GPS Wealth Strategies Group's 13F filing for Q2 2023, filed 17 Jul 2023.