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CLA (CliftonLarsonAllen) Wealth Advisors’s Baidu BIDU Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’s Portfolio BIDU Stock Details BIDU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-1,098
Closed -$224K – 302
2021
Q2 		$224K Buy
+1,098
New +$220K 0.01% 293

Other funds holding BIDU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

CLA (CliftonLarsonAllen) Wealth Advisors's BIDU Position: Q3 2021 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of Baidu (BIDU) in Q3 2021, closing a stake of 1,098 shares — an estimated $224K sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in BIDU in Q2 2021 and held it in 1 quarter. The position peaked at $224K in Q2 2021. 665 funds tracked by Wall St. Rank hold BIDU as of Q3 2021.

  • CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining Baidu position as of Q3 2021 after selling out during the quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 1,098 Baidu shares in Q3 2021, an estimated $224K.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Baidu in Q2 2021 and held it in 1 quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors's Baidu position peaked at $224K in Q2 2021.
  • 665 funds tracked by Wall St. Rank held Baidu as of Q3 2021.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q3 2021, filed 14 Oct 2021.