WR Wealth Planners’s Clearwater Paper CLW Stock Holding History

WR Wealth Planners’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
2024 Q4	$357	Hold	12	–	–	﹤0.01%	1024
2024 Q3	$342	Buy	12 +6	+100%	+$234	﹤0.01%	1078
2024 Q2	$291	Buy	+6	New	+$282	﹤0.01%	1088

Other funds holding CLW

BlackRock New York $5.72T AUM 30.48% 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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

RAM

Readystate Asset Management Chicago, Illinois $2.23B AUM 15% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WR Wealth Planners's CLW Position: Q4 2024 in Review

WR Wealth Planners held its Clearwater Paper (CLW) position steady in Q4 2024 at 12 shares worth $357. The position accounts for ﹤0.01% of the portfolio, ranked #1024.

WR Wealth Planners first reported a position in CLW in Q2 2024 and has held it in 3 quarters since. 171 funds tracked by Wall St. Rank hold CLW as of Q4 2024.

WR Wealth Planners held 12 shares of Clearwater Paper worth $357 as of Q4 2024.
WR Wealth Planners left its Clearwater Paper share count unchanged in Q4 2024.
Clearwater Paper made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #1024 holding.
WR Wealth Planners first reported a position in Clearwater Paper in Q2 2024 and has held it in 3 quarters since.
171 funds tracked by Wall St. Rank held Clearwater Paper as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.