CCWA
LEO

CLA (CliftonLarsonAllen) Wealth Advisors’s BNY Mellon Strategic Municipals LEO Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’s Portfolio LEO Stock Details LEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-25,184
Closed -$215K – 302
2021
Q1 		$215K Buy
+25,184
New +$213K 0.01% 164

Other funds holding LEO

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
CA
Cornerstone Advisory Hunt Valley, Maryland $1.06B AUM 12.86% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's LEO Position: Q2 2021 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of BNY Mellon Strategic Municipals (LEO) in Q2 2021, closing a stake of 25,184 shares — an estimated $215K sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in LEO in Q1 2021 and held it in 1 quarter. The position peaked at $215K in Q1 2021. 71 funds tracked by Wall St. Rank hold LEO as of Q2 2021.

  • CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining BNY Mellon Strategic Municipals position as of Q2 2021 after selling out during the quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 25,184 BNY Mellon Strategic Municipals shares in Q2 2021, an estimated $215K.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in BNY Mellon Strategic Municipals in Q1 2021 and held it in 1 quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors's BNY Mellon Strategic Municipals position peaked at $215K in Q1 2021.
  • 71 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipals as of Q2 2021.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2021, filed 21 Jul 2021.