Surevest’s Clearwater Paper CLW Stock Holding History

Surevest’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	-56	Closed	-$2K	–	520
2022 Q2	$2K	Hold	56	–	–	﹤0.01%	409
2022 Q1	$2K	Hold	56	–	–	﹤0.01%	391
2021 Q4	$2K	Buy	+56	New	+$2.23K	﹤0.01%	397

Other funds holding CLW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

FSCM

First Sabrepoint Capital Management Dallas, Texas $276M AUM 61.64% 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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Surevest's CLW Position: Q3 2022 in Review

Surevest sold out of Clearwater Paper (CLW) in Q3 2022, closing a stake of 56 shares — an estimated $2K sold.

Surevest first reported a position in CLW in Q4 2021 and held it in 3 quarters. The position peaked at $2K in Q2 2022. 169 funds tracked by Wall St. Rank hold CLW as of Q3 2022.

Surevest reported no remaining Clearwater Paper position as of Q3 2022 after selling out during the quarter.
Surevest sold 56 Clearwater Paper shares in Q3 2022, an estimated $2K.
Surevest first reported a position in Clearwater Paper in Q4 2021 and held it in 3 quarters.
Surevest's Clearwater Paper position peaked at $2K in Q2 2022.
169 funds tracked by Wall St. Rank held Clearwater Paper as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.