CliftonLarsonAllen Wealth Advisors »

Bank of America Corporation shares owned by CliftonLarsonAllen Wealth Advisors

Quarter-by-quarter ownership of Bank of America Corporation (BAC) shares owned by CliftonLarsonAllen Wealth Advisors from 13F filings

Historical chart of CliftonLarsonAllen Wealth Advisors investment in Bank of America Corporation

Tip: Access up to 7 years of quarterly data

All positions including Bank of America Corporation held by CliftonLarsonAllen Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Bank of America Corporation by CliftonLarsonAllen Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.2M 33k 37.92
2023-12-31 $1.5M 45k 33.67
2023-09-30 $1.2M 44k 27.38
2023-06-30 $901k 31k 28.69
2023-03-31 $1.2M 41k 28.60
2022-12-31 $1.1M 34k 33.12
2022-09-30 $1.0M 34k 30.20
2022-06-30 $1.1M 36k 31.13
2022-03-31 $1.5M 37k 41.23
2021-12-31 $1.5M 34k 44.49
2021-09-30 $1.3M 31k 42.44
2021-06-30 $1.3M 31k 41.22
2021-03-31 $1.2M 31k 38.71
2020-12-31 $991k 33k 30.32
2020-09-30 $835k 35k 24.10
2020-06-30 $798k 34k 23.74
2019-12-31 $3.0M 87k 35.22
2019-09-30 $2.8M 97k 29.17
2019-06-30 $2.2M 76k 29.00
2019-03-31 $2.1M 77k 27.59
2018-12-31 $2.2M 88k 24.64
2018-09-30 $2.6M 89k 29.46
2018-06-30 $2.5M 89k 28.19
2018-03-31 $2.7M 89k 29.99
2017-12-31 $2.4M 81k 29.52
2017-09-30 $2.1M 82k 25.34
2017-06-30 $1.9M 79k 24.26
2017-03-31 $1.8M 78k 23.58
2016-12-31 $1.7M 78k 22.10
2016-09-30 $1.2M 77k 15.65
2016-06-30 $1.0M 79k 13.27
2016-03-31 $1.0M 77k 13.52
2015-12-31 $1.3M 78k 16.83
2015-09-30 $1.2M 78k 15.58
2015-06-30 $1.3M 76k 17.02
2015-03-31 $1.1M 74k 15.39
2014-12-31 $769k 43k 17.90

More positions owned by CliftonLarsonAllen Wealth Advisors

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

View all positions for CliftonLarsonAllen Wealth Advisors

Top funds holding Bank of America Corporation

Berkshire Hathaway
Vanguard Group
BlackRock
FMR
Jpmorgan Chase & Co
Geode Capital Management
Morgan Stanley
T. Rowe Price Associates
Franklin Resources
Dodge & Cox
Northern Trust
Citadel Advisors
Legal & General Group
Ameriprise Financial
Bank of New York Mellon

View all funds holding Bank of America Corporation