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Moneta Group Investment Advisors’s Calumet Specialty Products CLMT Stock Holding History

Moneta Group Investment Advisors’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
Q4 		– Sell
-26,600
Closed -$508K – 569
2023
Q3 		$508K Hold
26,600
– – 0.01% 317
2023
Q2 		$422K Hold
26,600
– – 0.01% 357
2023
Q1 		$462K Buy
+26,600
New +$472K 0.01% 331

Other funds holding CLMT

WDOM
Wasserstein Debt Opportunities Management New York $189M AUM 169.75% 1-Year Est. Return
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
FMI
F/M Investments Washington, District of Columbia $1.51B AUM 25.86% 1-Year Est. Return
JCP
Jennifer C. Price $75.5M AUM 6.25% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
GC
Grizzlyrock Capital Chicago, Illinois $126M AUM 11.88% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Moneta Group Investment Advisors's CLMT Position: Q4 2023 in Review

Moneta Group Investment Advisors sold out of Calumet Specialty Products (CLMT) in Q4 2023, closing a stake of 26,600 shares — an estimated $508K sold.

Moneta Group Investment Advisors first reported a position in CLMT in Q1 2023 and held it in 3 quarters. The position peaked at $508K in Q3 2023. 74 funds tracked by Wall St. Rank hold CLMT as of Q4 2023.

  • Moneta Group Investment Advisors reported no remaining Calumet Specialty Products position as of Q4 2023 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 26,600 Calumet Specialty Products shares in Q4 2023, an estimated $508K.
  • Moneta Group Investment Advisors first reported a position in Calumet Specialty Products in Q1 2023 and held it in 3 quarters.
  • Moneta Group Investment Advisors's Calumet Specialty Products position peaked at $508K in Q3 2023.
  • 74 funds tracked by Wall St. Rank held Calumet Specialty Products as of Q4 2023.

Based on Moneta Group Investment Advisors's 13F filing for Q4 2023, filed 15 Feb 2024.