SSWM
CLMT icon

Sheets Smith Wealth Management’s Calumet Specialty Products CLMT Stock Holding History

Sheets Smith 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
2024
Q3 		– Sell
-12,287
Closed -$197K – 379
2024
Q2 		$197K Buy
12,287
+85
+0.7% +$1.34K 0.02% 362
2024
Q1 		$181K Hold
12,202
– – 0.02% 366
2023
Q4 		$218K Buy
12,202
+1,225
+11% +$19.9K 0.03% 321
2023
Q3 		$210K Buy
10,977
+377
+4% +$6.53K 0.03% 305
2023
Q2 		$168K Buy
+10,600
New +$174K 0.02% 316

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WDOM
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AAA
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DMKJ
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Vanguard Group
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BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TCM
Tyro Capital Management Miami, Florida $395M AUM 60.37% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $3.03B AUM 104.56% 1-Year Est. Return
AFA
Alta Fundamental Advisers New York $254M AUM 98.61% 1-Year Est. Return