LPL Financial
CLW icon

LPL Financial’s Clearwater Paper CLW Stock Holding History

LPL Financial’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
-14,010
Closed -$468K – 4602
2023
Q1 		$468K Buy
14,010
+7,300
+109% +$264K ﹤0.01% 3392
2022
Q4 		$254K Buy
6,710
+553
+9% +$21.6K ﹤0.01% 3798
2022
Q3 		$232K Buy
+6,157
New +$244K ﹤0.01% 3803
2018
Q2 		– Sell
-9,898
Closed -$387K – 3221
2018
Q1 		$387K Sell
9,898
-395
-4% -$16.4K ﹤0.01% 2375
2017
Q4 		$467K Buy
10,293
+1,325
+15% +$60.2K ﹤0.01% 2116
2017
Q3 		$442K Buy
8,968
+626
+8% +$29.3K ﹤0.01% 2039
2017
Q2 		$390K Sell
8,342
-966
-10% -$46.6K ﹤0.01% 2072
2017
Q1 		$514K Buy
9,308
+1,458
+19% +$86.3K ﹤0.01% 1780
2016
Q4 		$522K Buy
7,850
+1,448
+23% +$89.6K ﹤0.01% 1717
2016
Q3 		$415K Sell
6,402
-596
-9% -$37.7K ﹤0.01% 1875
2016
Q2 		$454K Buy
6,998
+166
+2% +$9.71K ﹤0.01% 1761
2016
Q1 		$330K Buy
6,832
+572
+9% +$23.8K ﹤0.01% 2438
2015
Q4 		$290K Buy
+6,260
New +$301K ﹤0.01% 2559
2015
Q3 		– Sell
-3,637
Closed -$206K – 2798
2015
Q2 		$206K Buy
3,637
+314
+9% +$19.4K ﹤0.01% 2599
2015
Q1 		$225K Buy
+3,323
New +$221K ﹤0.01% 2471
2014
Q3 		– Sell
-7,723
Closed -$477K – 2711
2014
Q2 		$477K Buy
+7,723
New +$483K ﹤0.01% 1836

Other funds holding CLW

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
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 $2.9T AUM 29.55% 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