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Selective Wealth Management’s Calumet Specialty Products CLMT Stock Holding History

Selective Wealth Management’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
2022
Q1 		– Sell
-200
Closed -$3K – 738
2021
Q4 		$3K Buy
+200
New +$2.52K ﹤0.01% 578

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
EGA
Evermore Global Advisors Summit, New Jersey $26.3M AUM 7.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BC
Barnett & Company Chattanooga, Tennessee $129M AUM 14.9% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Selective Wealth Management's CLMT Position: Q1 2022 in Review

Selective Wealth Management sold out of Calumet Specialty Products (CLMT) in Q1 2022, closing a stake of 200 shares — an estimated $3K sold.

Selective Wealth Management first reported a position in CLMT in Q4 2021 and held it in 1 quarter. The position peaked at $3K in Q4 2021. 61 funds tracked by Wall St. Rank hold CLMT as of Q1 2022.

  • Selective Wealth Management reported no remaining Calumet Specialty Products position as of Q1 2022 after selling out during the quarter.
  • Selective Wealth Management sold 200 Calumet Specialty Products shares in Q1 2022, an estimated $3K.
  • Selective Wealth Management first reported a position in Calumet Specialty Products in Q4 2021 and held it in 1 quarter.
  • Selective Wealth Management's Calumet Specialty Products position peaked at $3K in Q4 2021.
  • 61 funds tracked by Wall St. Rank held Calumet Specialty Products as of Q1 2022.

Based on Selective Wealth Management's 13F filing for Q1 2022, filed 20 Apr 2022.