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CLA (CliftonLarsonAllen) Wealth Advisors’s Associated Banc-Corp ASB Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’s Portfolio ASB Stock Details ASB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$245K Hold
11,138
– – 0.02% 148
2019
Q3 		$226K Buy
+11,138
New +$225K 0.02% 140

Other funds holding ASB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's ASB Position: Q4 2019 in Review

CLA (CliftonLarsonAllen) Wealth Advisors held its Associated Banc-Corp (ASB) position steady in Q4 2019 at 11,138 shares worth $245K. The position accounts for 0.02% of the portfolio, ranked #148.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in ASB in Q3 2019 and has held it in 2 quarters since. 271 funds tracked by Wall St. Rank hold ASB as of Q4 2019.

  • CLA (CliftonLarsonAllen) Wealth Advisors held 11,138 shares of Associated Banc-Corp worth $245K as of Q4 2019.
  • CLA (CliftonLarsonAllen) Wealth Advisors left its Associated Banc-Corp share count unchanged in Q4 2019.
  • Associated Banc-Corp made up 0.02% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q4 2019, its #148 holding.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Associated Banc-Corp in Q3 2019 and has held it in 2 quarters since.
  • 271 funds tracked by Wall St. Rank held Associated Banc-Corp as of Q4 2019.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q4 2019, filed 29 Jan 2020.