LWA
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Lenox Wealth Advisors’s Clearwater Paper CLW Stock Holding History

Lenox Wealth 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
2021
Q2 		– Sell
-42
Closed -$2K – 710
2021
Q1 		$2K Buy
+42
New +$1.68K ﹤0.01% 595

Other funds holding CLW

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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
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
FSCM
First Sabrepoint Capital Management Dallas, Texas $304M AUM 71.25% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.98B AUM 60.71% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Lenox Wealth Advisors's CLW Position: Q2 2021 in Review

Lenox Wealth Advisors sold out of Clearwater Paper (CLW) in Q2 2021, closing a stake of 42 shares — an estimated $2K sold.

Lenox Wealth Advisors first reported a position in CLW in Q1 2021 and held it in 1 quarter. The position peaked at $2K in Q1 2021. 132 funds tracked by Wall St. Rank hold CLW as of Q2 2021.

  • Lenox Wealth Advisors reported no remaining Clearwater Paper position as of Q2 2021 after selling out during the quarter.
  • Lenox Wealth Advisors sold 42 Clearwater Paper shares in Q2 2021, an estimated $2K.
  • Lenox Wealth Advisors first reported a position in Clearwater Paper in Q1 2021 and held it in 1 quarter.
  • Lenox Wealth Advisors's Clearwater Paper position peaked at $2K in Q1 2021.
  • 132 funds tracked by Wall St. Rank held Clearwater Paper as of Q2 2021.

Based on Lenox Wealth Advisors's 13F filing for Q2 2021, filed 8 Jul 2021.