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Money Concepts Capital’s Calumet Specialty Products CLMT Stock Holding History

Money Concepts Capital’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
Q1 		– Sell
-10,000
Closed -$169K – 899
2022
Q4 		$169K Buy
+10,000
New +$161K 0.01% 760

Other funds holding CLMT

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WWM
Windsor Wealth Management Indianapolis, Indiana $546M AUM 16.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BCM
Bienville Capital Management New York $550M AUM 3.49% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Money Concepts Capital's CLMT Position: Q1 2023 in Review

Money Concepts Capital sold out of Calumet Specialty Products (CLMT) in Q1 2023, closing a stake of 10,000 shares — an estimated $169K sold.

Money Concepts Capital first reported a position in CLMT in Q4 2022 and held it in 1 quarter. The position peaked at $169K in Q4 2022. 70 funds tracked by Wall St. Rank hold CLMT as of Q1 2023.

  • Money Concepts Capital reported no remaining Calumet Specialty Products position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 10,000 Calumet Specialty Products shares in Q1 2023, an estimated $169K.
  • Money Concepts Capital first reported a position in Calumet Specialty Products in Q4 2022 and held it in 1 quarter.
  • Money Concepts Capital's Calumet Specialty Products position peaked at $169K in Q4 2022.
  • 70 funds tracked by Wall St. Rank held Calumet Specialty Products as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.