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Arkadios Wealth Advisors’s Clover Health Investments CLOV Stock Holding History

Arkadios Wealth Advisors’s Portfolio CLOV Stock Details CLOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-400
Closed -$5K – 1891
2021
Q2 		$5K Hold
400
– – ﹤0.01% 1716
2021
Q1 		$3K Buy
+400
New +$4.51K ﹤0.01% 1451

Other funds holding CLOV

GCP
Greenoaks Capital Partners Orinda, California $2.3B AUM 19.87% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PA
Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Arkadios Wealth Advisors's CLOV Position: Q3 2021 in Review

Arkadios Wealth Advisors sold out of Clover Health Investments (CLOV) in Q3 2021, closing a stake of 400 shares — an estimated $5K sold.

Arkadios Wealth Advisors first reported a position in CLOV in Q1 2021 and held it in 2 quarters. The position peaked at $5K in Q2 2021. 149 funds tracked by Wall St. Rank hold CLOV as of Q3 2021.

  • Arkadios Wealth Advisors reported no remaining Clover Health Investments position as of Q3 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 400 Clover Health Investments shares in Q3 2021, an estimated $5K.
  • Arkadios Wealth Advisors first reported a position in Clover Health Investments in Q1 2021 and held it in 2 quarters.
  • Arkadios Wealth Advisors's Clover Health Investments position peaked at $5K in Q2 2021.
  • 149 funds tracked by Wall St. Rank held Clover Health Investments as of Q3 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q3 2021, filed 19 Oct 2021.