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Spire Wealth Management’s Clearwater Paper CLW Stock Holding History

Spire 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
2022
Q3 		– Sell
-45
Closed -$2K – 2241
2022
Q2 		$2K Sell
45
-45
-50% -$1.41K ﹤0.01% 2336
2022
Q1 		$3K Hold
90
– – ﹤0.01% 2319
2021
Q4 		$3K Sell
90
-100
-53% -$3.99K ﹤0.01% 2684
2021
Q3 		$7K Hold
190
– – ﹤0.01% 2185
2021
Q2 		$6K Hold
190
– – ﹤0.01% 2262
2021
Q1 		$7K Buy
+190
New +$7.58K ﹤0.01% 2510

Other funds holding CLW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
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 $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
FSCM
First Sabrepoint Capital Management Dallas, Texas $304M AUM 71.25% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Spire Wealth Management's CLW Position: Q3 2022 in Review

Spire Wealth Management sold out of Clearwater Paper (CLW) in Q3 2022, closing a stake of 45 shares — an estimated $2K sold.

Spire Wealth Management first reported a position in CLW in Q1 2021 and held it in 6 quarters. The position peaked at $7K in Q3 2021. 169 funds tracked by Wall St. Rank hold CLW as of Q3 2022.

  • Spire Wealth Management reported no remaining Clearwater Paper position as of Q3 2022 after selling out during the quarter.
  • Spire Wealth Management sold 45 Clearwater Paper shares in Q3 2022, an estimated $2K.
  • Spire Wealth Management first reported a position in Clearwater Paper in Q1 2021 and held it in 6 quarters.
  • Spire Wealth Management's Clearwater Paper position peaked at $7K in Q3 2021.
  • 169 funds tracked by Wall St. Rank held Clearwater Paper as of Q3 2022.

Based on Spire Wealth Management's 13F filing for Q3 2022, filed 7 Nov 2022.