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Ritholtz Wealth Management’s Clearwater Paper CLW Stock Holding History

Ritholtz Wealth Management’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
2024
Q3 		– Sell
-6,810
Closed -$330K – 874
2024
Q2 		$330K Buy
+6,810
New +$320K 0.01% 631

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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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Ritholtz Wealth Management's CLW Position: Q3 2024 in Review

Ritholtz Wealth Management sold out of Clearwater Paper (CLW) in Q3 2024, closing a stake of 6,810 shares — an estimated $330K sold.

Ritholtz Wealth Management first reported a position in CLW in Q2 2024 and held it in 1 quarter. The position peaked at $330K in Q2 2024. 171 funds tracked by Wall St. Rank hold CLW as of Q3 2024.

  • Ritholtz Wealth Management reported no remaining Clearwater Paper position as of Q3 2024 after selling out during the quarter.
  • Ritholtz Wealth Management sold 6,810 Clearwater Paper shares in Q3 2024, an estimated $330K.
  • Ritholtz Wealth Management first reported a position in Clearwater Paper in Q2 2024 and held it in 1 quarter.
  • Ritholtz Wealth Management's Clearwater Paper position peaked at $330K in Q2 2024.
  • 171 funds tracked by Wall St. Rank held Clearwater Paper as of Q3 2024.

Based on Ritholtz Wealth Management's 13F filing for Q3 2024, filed 10 Oct 2024.