CLA (CliftonLarsonAllen) Wealth Advisors’s Illinois Tool Works ITW Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’s Portfolio ITW Stock Details ITW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-4,651	Closed	-$961K	–	226
2021 Q3	$961K	Sell	4,651 -54	-1%	-$12.2K	0.04%	150
2021 Q2	$1.05M	Buy	+4,705	New	+$1.08M	0.04%	145
2017 Q4	–	Sell	-11,675	Closed	-$1.73M	–	131
2017 Q3	$1.73M	Buy	11,675 +118	+1%	+$16.8K	0.18%	66
2017 Q2	$1.66M	Buy	11,557 +164	+1%	+$22.9K	0.18%	68
2017 Q1	$1.51M	Buy	11,393 +218	+2%	+$28.2K	0.17%	72
2016 Q4	$1.37M	Buy	+11,175	New	+$1.35M	0.16%	74

Other funds holding ITW

BHM

Briar Hall Management Nashville, Tennessee $6.72B AUM 4.95% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

CLA (CliftonLarsonAllen) Wealth Advisors's ITW Position: Q4 2021 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of Illinois Tool Works (ITW) in Q4 2021, closing a stake of 4,651 shares — an estimated $961K sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in ITW in Q4 2016 and held it in 6 quarters. The position peaked at $1.73M in Q3 2017. 1,590 funds tracked by Wall St. Rank hold ITW as of Q4 2021.

CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining Illinois Tool Works position as of Q4 2021 after selling out during the quarter.
CLA (CliftonLarsonAllen) Wealth Advisors sold 4,651 Illinois Tool Works shares in Q4 2021, an estimated $961K.
CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Illinois Tool Works in Q4 2016 and held it in 6 quarters.
CLA (CliftonLarsonAllen) Wealth Advisors's Illinois Tool Works position peaked at $1.73M in Q3 2017.
1,590 funds tracked by Wall St. Rank held Illinois Tool Works as of Q4 2021.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q4 2021, filed 26 Jan 2022.