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CLA (CliftonLarsonAllen) Wealth Advisors’s Alliant Energy LNT Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’s Portfolio LNT Stock Details LNT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-8,675
Closed -$486K – 238
2021
Q3 		$486K Buy
8,675
+4,089
+89% +$242K 0.02% 228
2021
Q2 		$256K Buy
+4,586
New +$260K 0.01% 282

Other funds holding LNT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

CLA (CliftonLarsonAllen) Wealth Advisors sold out of Alliant Energy (LNT) in Q4 2021, closing a stake of 8,675 shares — an estimated $486K sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in LNT in Q2 2021 and held it in 2 quarters. The position peaked at $486K in Q3 2021. 612 funds tracked by Wall St. Rank hold LNT as of Q4 2021.

  • CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining Alliant Energy position as of Q4 2021 after selling out during the quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 8,675 Alliant Energy shares in Q4 2021, an estimated $486K.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Alliant Energy in Q2 2021 and held it in 2 quarters.
  • CLA (CliftonLarsonAllen) Wealth Advisors's Alliant Energy position peaked at $486K in Q3 2021.
  • 612 funds tracked by Wall St. Rank held Alliant Energy as of Q4 2021.

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