Cliftonlarsonallen Wealth Advisors, LLC Closed Holding Positions

Cliftonlarsonallen Wealth Advisors, LLC

  • $4.33 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
CVY
Invesco Exchange Traded Fd Tr

ETFs
Q4 2019 Filed on Jan 29, 2020
10,215
$21.44 - $23.51 $219K - $240K
EDD
Morgan Stanley Emerging Markets Domestic Debt Fund, Inc.

Financial Services
Q4 2019 Filed on Jan 29, 2020
38,527
$6.55 - $7.02 $252K - $270K
Ishares Tr
Q3 2019 Filed on Oct 07, 2019
72,960
N/A
USB
Us Bancorp \De\

Financial Services
Q2 2019 Filed on Jul 17, 2019
17,982
$49.07 - $53.48 $882K - $962K
PPG
Ppg Industries Inc

Basic Materials
Q1 2019 Filed on Apr 09, 2019
10,000
$97.97 - $112.87 $980K - $1.13M
RYN
Rayonier Inc

Real Estate
Q1 2019 Filed on Apr 09, 2019
14,734
$27.37 - $31.53 $403K - $465K
AWR
American States Water CO

Utilities
Q1 2019 Filed on Apr 09, 2019
19,876
$63.35 - $72.08 $1.26M - $1.43M
HAWX
Ishares Tr Currency Hedged Msc

ETFs
Q1 2019 Filed on Apr 09, 2019
30,205
$23.44 - $26.56 $708K - $802K
SLQD
Ishares 0 5 Year Investment Gr

ETFs
Q1 2019 Filed on Apr 09, 2019
10,436
$49.47 - $50.51 $516K - $527K
BK
Bank Of New York Mellon Corp

Financial Services
Q1 2019 Filed on Apr 09, 2019
12,850
$46.56 - $53.98 $598K - $694K
United Technologies Corp
Q1 2019 Filed on Apr 09, 2019
117,955
N/A
CALM
Cal Maine Foods Inc

Consumer Defensive
Q1 2019 Filed on Apr 09, 2019
16,768
$41.59 - $45.13 $697K - $757K
AMX
America Movil Sab De Cv

Communication Services
Q1 2019 Filed on Apr 09, 2019
18,000
$13.75 - $16.23 $248K - $292K
TDTT
Flexshares Tr Iboxx 3 Yr Targe

ETFs
Q4 2018 Filed on Jan 22, 2019
14,591
$23.71 - $23.95 $346K - $349K
Rockwell Collins Inc
Q4 2018 Filed on Jan 22, 2019
309,070
N/A
Ggp Inc
Q3 2018 Filed on Nov 05, 2018
10,085
N/A
Ishares Tr
Q3 2018 Filed on Nov 05, 2018
17,856
N/A
CBSH
Commerce Bancshares Inc

Financial Services
Q2 2018 Filed on Jul 23, 2018
18,219
$50.49 - $57.96 $920K - $1.06M
Powershares ETF Trust
Q2 2018 Filed on Jul 23, 2018
30,612
N/A
Claymore Exchange Trd Fd Tr
Q2 2018 Filed on Jul 23, 2018
15,056
N/A
BP
Bp PLC

Energy
Q2 2018 Filed on Jul 23, 2018
10,318
$39.91 - $47.79 $412K - $493K
Powershares ETF Tr Ii
Q2 2018 Filed on Jul 23, 2018
26,419
N/A
BFB
Brown Forman Corp Cl B
Q4 2017 Filed on Jan 31, 2018
15,877
N/A
BEN
Franklin Resources Inc

Financial Services
Q4 2017 Filed on Jan 31, 2018
17,984
$40.45 - $45.07 $727K - $811K
NUE
Nucor Corp

Basic Materials
Q4 2017 Filed on Jan 31, 2018
12,081
$54.79 - $64.73 $662K - $782K
MCK
Mckesson Corp

Healthcare
Q4 2017 Filed on Jan 31, 2018
10,068
$135.02 - $162.6 $1.36M - $1.64M
Academy Fds Tr
Q4 2017 Filed on Jan 31, 2018
79,051
N/A
VFC
V F Corp

Consumer Cyclical
Q4 2017 Filed on Jan 31, 2018
13,966
$59.99 - $70.25 $838K - $981K
LEG
Leggett & Platt Inc

Consumer Cyclical
Q4 2017 Filed on Jan 31, 2018
14,362
$45.38 - $49.45 $652K - $710K
CINF
Cincinnati Financial Corp

Financial Services
Q4 2017 Filed on Jan 31, 2018
10,708
$70.17 - $77.5 $751K - $830K
AFL
Aflac Inc

Financial Services
Q4 2017 Filed on Jan 31, 2018
10,253
$40.99 - $44.63 $420K - $458K
PNR
Pentair PLC

Industrials
Q4 2017 Filed on Jan 31, 2018
11,874
$45.31 - $47.8 $538K - $568K
ADM
Archer Daniels Midland CO

Consumer Defensive
Q4 2017 Filed on Jan 31, 2018
16,226
$38.96 - $44.0 $632K - $714K
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