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 $984M AUM 41.12% 1-Year Est. Return

DMKJ

David M. Knott Jr $189M AUM 67.72% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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 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.