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Planned Solutions’s Calumet Specialty Products CLMT Stock Holding History

Planned Solutions’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
2024
Q4 		– Sell
-550
Closed -$9.8K – 202
2024
Q3 		$9.8K Buy
+550
New +$8.81K ﹤0.01% 452
2024
Q1 		– Sell
-550
Closed -$9.83K – 173
2023
Q4 		$9.83K Buy
+550
New +$8.92K ﹤0.01% 424
2021
Q1 		– Sell
-4,550
Closed -$14K – 122
2020
Q4 		$14K Buy
4,550
+4,000
+727% +$13.9K 0.01% 304
2020
Q3 		$1K Buy
+550
New +$1.41K ﹤0.01% 322

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DMKJ
David M. Knott Jr $168M AUM 60.36% 1-Year Est. Return
TSC
Two Seas Capital Rye, New York $7.15B AUM 169.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCM
Tyro Capital Management Miami, Florida $921M AUM 60.37% 1-Year Est. Return

Planned Solutions's CLMT Position: Q4 2024 in Review

Planned Solutions sold out of Calumet Specialty Products (CLMT) in Q4 2024, closing a stake of 550 shares — an estimated $9.8K sold.

Planned Solutions first reported a position in CLMT in Q3 2020 and held it in 4 quarters. The position peaked at $14K in Q4 2020. 123 funds tracked by Wall St. Rank hold CLMT as of Q4 2024.

  • Planned Solutions reported no remaining Calumet Specialty Products position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 550 Calumet Specialty Products shares in Q4 2024, an estimated $9.8K.
  • Planned Solutions first reported a position in Calumet Specialty Products in Q3 2020 and held it in 4 quarters.
  • Planned Solutions's Calumet Specialty Products position peaked at $14K in Q4 2020.
  • 123 funds tracked by Wall St. Rank held Calumet Specialty Products as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.