CCWA
XYZ

CLA (CliftonLarsonAllen) Wealth Advisors’s Block Inc XYZ Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-3,846
Closed -$922K – 305
2021
Q3 		$922K Buy
3,846
+16
+0.4% +$4.11K 0.04% 156
2021
Q2 		$934K Buy
+3,830
New +$888K 0.04% 157

Other funds holding XYZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

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

CLA (CliftonLarsonAllen) Wealth Advisors sold out of Block Inc (XYZ) in Q4 2021, closing a stake of 3,846 shares — an estimated $922K sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in XYZ in Q2 2021 and held it in 2 quarters. The position peaked at $934K in Q2 2021. 1,364 funds tracked by Wall St. Rank hold XYZ as of Q4 2021.

  • CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining Block Inc position as of Q4 2021 after selling out during the quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 3,846 Block Inc shares in Q4 2021, an estimated $922K.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Block Inc in Q2 2021 and held it in 2 quarters.
  • CLA (CliftonLarsonAllen) Wealth Advisors's Block Inc position peaked at $934K in Q2 2021.
  • 1,364 funds tracked by Wall St. Rank held Block Inc as of Q4 2021.

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