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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

Other funds holding CLMT

WDOM
Wasserstein Debt Opportunities Management New York $264M AUM 188.78% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
DMKJ
David M. Knott Jr $189M AUM 67.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
TCM
Tyro Capital Management Miami, Florida $446M AUM 84.15% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return
AFA
Alta Fundamental Advisers New York $333M AUM 102.25% 1-Year Est. Return

Sheets Smith Wealth Management's CLMT Position: Q3 2024 in Review

Sheets Smith Wealth Management sold out of Calumet Specialty Products (CLMT) in Q3 2024, closing a stake of 12,287 shares — an estimated $197K sold.

Sheets Smith Wealth Management first reported a position in CLMT in Q2 2023 and held it in 5 quarters. The position peaked at $218K in Q4 2023. 91 funds tracked by Wall St. Rank hold CLMT as of Q3 2024.

  • Sheets Smith Wealth Management reported no remaining Calumet Specialty Products position as of Q3 2024 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 12,287 Calumet Specialty Products shares in Q3 2024, an estimated $197K.
  • Sheets Smith Wealth Management first reported a position in Calumet Specialty Products in Q2 2023 and held it in 5 quarters.
  • Sheets Smith Wealth Management's Calumet Specialty Products position peaked at $218K in Q4 2023.
  • 91 funds tracked by Wall St. Rank held Calumet Specialty Products as of Q3 2024.

Based on Sheets Smith Wealth Management's 13F filing for Q3 2024, filed 1 Nov 2024.