TWA
CLW icon

TCI Wealth Advisors’s Clearwater Paper CLW Stock Holding History

TCI Wealth Advisors’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
2023
Q2 		– Sell
-160
Closed -$5.35K – 598
2023
Q1 		$5.35K Sell
160
-25
-14% -$903 ﹤0.01% 1480
2022
Q4 		$7K Hold
185
– – ﹤0.01% 1312
2022
Q3 		$7K Buy
185
+25
+16% +$991 ﹤0.01% 1232
2022
Q2 		$5K Buy
160
+70
+78% +$2.19K ﹤0.01% 1454
2022
Q1 		$3K Hold
90
– – ﹤0.01% 1858
2021
Q4 		$3K Hold
90
– – ﹤0.01% 1988
2021
Q3 		$3K Hold
90
– – ﹤0.01% 1914
2021
Q2 		$3K Buy
90
+42
+88% +$1.31K ﹤0.01% 1716
2021
Q1 		$2K Buy
+48
New +$1.92K ﹤0.01% 1698

Other funds holding CLW

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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 $2.9T AUM 29.55% 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 $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return