BWA
CLOV icon

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

BDO 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
2023
Q2 		– Sell
-125
Closed -$106 – 997
2023
Q1 		$106 Hold
125
– – ﹤0.01% 1042
2022
Q4 		$116 Hold
125
– – ﹤0.01% 998
2022
Q3 		$0 Hold
125
– – ﹤0.01% 1036
2022
Q2 		$0 Hold
125
– – ﹤0.01% 1051
2022
Q1 		$0 Hold
125
– – ﹤0.01% 1067
2021
Q4 		$0 Hold
125
– – ﹤0.01% 1100
2021
Q3 		$1K Hold
125
– – ﹤0.01% 984
2021
Q2 		$2K Hold
125
– – ﹤0.01% 979
2021
Q1 		$1K Buy
+125
New +$1.41K ﹤0.01% 1047

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 $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
CSS
Cubist Systematic Strategies Stamford, Connecticut $21B AUM 21.48% 1-Year Est. Return

BDO Wealth Advisors's CLOV Position: Q2 2023 in Review

BDO Wealth Advisors sold out of Clover Health Investments (CLOV) in Q2 2023, closing a stake of 125 shares — an estimated $106 sold.

BDO Wealth Advisors first reported a position in CLOV in Q1 2021 and held it in 9 quarters. The position peaked at $2K in Q2 2021. 145 funds tracked by Wall St. Rank hold CLOV as of Q2 2023.

  • BDO Wealth Advisors reported no remaining Clover Health Investments position as of Q2 2023 after selling out during the quarter.
  • BDO Wealth Advisors sold 125 Clover Health Investments shares in Q2 2023, an estimated $106.
  • BDO Wealth Advisors first reported a position in Clover Health Investments in Q1 2021 and held it in 9 quarters.
  • BDO Wealth Advisors's Clover Health Investments position peaked at $2K in Q2 2021.
  • 145 funds tracked by Wall St. Rank held Clover Health Investments as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.