IFP Advisors’s Clearwater Paper CLW Stock Holding History

IFP 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
2026 Q1	$546	Sell	38 -1	-3%	-$16	﹤0.01%	4400
2025 Q4	$679	Sell	39 -21	-35%	-$387	﹤0.01%	4195
2025 Q3	$1.25K	Sell	60 -1	-2%	-$24	﹤0.01%	3859
2025 Q2	$1.66K	Buy	+61	New	+$1.65K	﹤0.01%	3987
2025 Q1	–	Hold	0	–	-$89	–	4391
2024 Q4	–	Hold	0	–	–	–	4076
2018 Q4	–	Sell	-17	Closed	-$1K	–	3568
2018 Q3	$1K	Hold	17	–	–	﹤0.01%	3657
2018 Q2	$0	Hold	17	–	–	﹤0.01%	3895
2018 Q1	$1K	Hold	17	–	–	﹤0.01%	3611
2017 Q4	$1K	Sell	17 -109	-87%	-$4.96K	﹤0.01%	3662
2017 Q3	$6K	Sell	126 -11	-8%	-$515	﹤0.01%	3285
2017 Q2	$6K	Buy	137 +11	+9%	+$531	﹤0.01%	3285
2017 Q1	$7K	Sell	126 -999	-89%	-$59.1K	﹤0.01%	3105
2016 Q4	$74K	Sell	1,125 -500	-31%	-$30.9K	﹤0.01%	1643
2016 Q3	$105K	Sell	1,625 -121	-7%	-$7.64K	0.01%	1329
2016 Q2	$114K	Buy	+1,746	New	+$102K	0.01%	1253
2016 Q1	–	Sell	-39	Closed	-$2K	–	2528
2015 Q4	$2K	Buy	+39	New	+$1.87K	﹤0.01%	3305

Other funds holding CLW

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Readystate Asset Management Chicago, Illinois $1.71B AUM 15% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invenomic Capital Management Boston, Massachusetts $2.17B AUM 0.03% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return