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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 $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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

TCI Wealth Advisors's CLW Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Clearwater Paper (CLW) in Q2 2023, closing a stake of 160 shares — an estimated $5.35K sold.

TCI Wealth Advisors first reported a position in CLW in Q1 2021 and held it in 9 quarters. The position peaked at $7K in Q3 2022. 159 funds tracked by Wall St. Rank hold CLW as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Clearwater Paper position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 160 Clearwater Paper shares in Q2 2023, an estimated $5.35K.
  • TCI Wealth Advisors first reported a position in Clearwater Paper in Q1 2021 and held it in 9 quarters.
  • TCI Wealth Advisors's Clearwater Paper position peaked at $7K in Q3 2022.
  • 159 funds tracked by Wall St. Rank held Clearwater Paper as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.