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CLA (CliftonLarsonAllen) Wealth Advisors’s NetEase NTES Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’s Portfolio NTES Stock Details NTES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-5,757
Closed -$492K – 256
2021
Q3 		$492K Buy
5,757
+7
+0.1% +$661 0.02% 227
2021
Q2 		$663K Buy
+5,750
New +$633K 0.03% 195

Other funds holding NTES

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AMH
Aspex Management (HK) Central, Hong Kong $6.9B AUM 28.37% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

CLA (CliftonLarsonAllen) Wealth Advisors sold out of NetEase (NTES) in Q4 2021, closing a stake of 5,757 shares — an estimated $492K sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in NTES in Q2 2021 and held it in 2 quarters. The position peaked at $663K in Q2 2021. 431 funds tracked by Wall St. Rank hold NTES as of Q4 2021.

  • CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining NetEase position as of Q4 2021 after selling out during the quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 5,757 NetEase shares in Q4 2021, an estimated $492K.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in NetEase in Q2 2021 and held it in 2 quarters.
  • CLA (CliftonLarsonAllen) Wealth Advisors's NetEase position peaked at $663K in Q2 2021.
  • 431 funds tracked by Wall St. Rank held NetEase as of Q4 2021.

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