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Atria Wealth Solutions’s Clover Health Investments CLOV Stock Holding History

Atria Wealth Solutions’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
2023
Q2 		– Sell
-11,100
Closed -$9.38K – 1885
2023
Q1 		$9.38K Hold
11,100
– – ﹤0.01% 1849
2022
Q4 		$10.3K Buy
+11,100
New +$14.8K ﹤0.01% 1789
2022
Q2 		– Sell
-10,000
Closed -$36K – 1672
2022
Q1 		$36K Buy
+10,000
New +$29K ﹤0.01% 1710

Other funds holding CLOV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
CSS
Cubist Systematic Strategies Stamford, Connecticut $21B AUM 21.48% 1-Year Est. Return

Atria Wealth Solutions's CLOV Position: Q2 2023 in Review

Atria Wealth Solutions sold out of Clover Health Investments (CLOV) in Q2 2023, closing a stake of 11,100 shares — an estimated $9.38K sold.

Atria Wealth Solutions first reported a position in CLOV in Q1 2022 and held it in 3 quarters. The position peaked at $36K in Q1 2022. 145 funds tracked by Wall St. Rank hold CLOV as of Q2 2023.

  • Atria Wealth Solutions reported no remaining Clover Health Investments position as of Q2 2023 after selling out during the quarter.
  • Atria Wealth Solutions sold 11,100 Clover Health Investments shares in Q2 2023, an estimated $9.38K.
  • Atria Wealth Solutions first reported a position in Clover Health Investments in Q1 2022 and held it in 3 quarters.
  • Atria Wealth Solutions's Clover Health Investments position peaked at $36K in Q1 2022.
  • 145 funds tracked by Wall St. Rank held Clover Health Investments as of Q2 2023.

Based on Atria Wealth Solutions's 13F filing for Q2 2023, filed 3 Aug 2023.