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At&t shares owned by CliftonLarsonAllen Wealth Advisors

Quarter-by-quarter ownership of At&t (T) shares owned by CliftonLarsonAllen Wealth Advisors from 13F filings

Historical chart of CliftonLarsonAllen Wealth Advisors investment in At&t

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All positions including At&t held by CliftonLarsonAllen Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in At&t by CliftonLarsonAllen Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $231k 14k 16.78
2023-09-30 $231k 15k 15.02
2023-03-31 $308k 16k 19.25
2022-12-31 $354k 19k 18.41
2022-09-30 $322k 21k 15.33
2022-06-30 $414k 20k 20.98
2022-03-31 $573k 24k 23.62
2021-12-31 $531k 22k 24.59
2021-09-30 $452k 17k 27.00
2021-06-30 $546k 19k 28.79
2021-03-31 $492k 16k 30.28
2020-12-31 $463k 16k 28.75
2020-09-30 $527k 19k 28.50
2020-06-30 $706k 23k 30.25
2019-12-31 $978k 25k 39.09
2019-09-30 $1.1M 28k 37.83
2019-06-30 $452k 14k 33.54
2019-03-31 $511k 16k 31.36
2018-12-31 $776k 27k 28.53
2018-09-30 $831k 25k 33.60
2018-06-30 $846k 26k 32.12
2018-03-31 $807k 23k 35.66
2017-12-31 $680k 18k 38.86
2017-09-30 $1.4M 35k 39.16
2017-06-30 $1.3M 36k 37.72
2017-03-31 $1.4M 34k 41.56
2016-12-31 $1.6M 37k 42.53
2016-09-30 $1.4M 33k 40.61
2016-06-30 $1.3M 30k 43.20
2016-03-31 $963k 25k 39.16
2015-12-31 $805k 23k 34.41
2015-09-30 $748k 23k 32.57
2015-06-30 $608k 17k 35.52
2015-03-31 $530k 16k 32.68
2014-12-31 $543k 16k 33.57
2014-09-30 $433k 12k 35.25
2014-06-30 $444k 13k 35.39
2014-03-31 $455k 13k 35.07
2013-12-31 $480k 14k 35.18
2013-09-30 $415k 12k 33.86

More positions owned by CliftonLarsonAllen Wealth Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr National Mun Etf (MUB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr S&p 500 Val Etf (IVE)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Ser Tr Portfolio Intrmd (SPIB)

View all positions for CliftonLarsonAllen Wealth Advisors

Top funds holding At&t

Vanguard Group
Newport Trust
Bank of New York Mellon
Norges Bank Investment Management
Citadel Advisors
Legal & General Group
Bank of America Corporation
Goldman Sachs Group
Arrowstreet Capital, Limited Partnership
Charles Schwab Investment Management
Dimensional Fund Advisors
Royal Bank of Canada
CalPERS
Ubs Global Asset Management Americas
LSV Asset Management

View all funds holding At&t