BerganKDV Wealth Management’s Clover Health Investments CLOV Stock Holding History

BerganKDV Wealth Management’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	$27	Hold	29	–	–	﹤0.01%	856
2023 Q1	$25	Buy	29 +8	+38%	+$9	﹤0.01%	1046
2022 Q4	$20	Hold	21	–	–	﹤0.01%	1036
2022 Q3	$0	Hold	21	–	–	﹤0.01%	975
2022 Q2	$0	Buy	21 +12	+133%	+$32	﹤0.01%	980
2022 Q1	$0	Hold	9	–	–	﹤0.01%	1007
2021 Q4	$0	Hold	9	–	–	﹤0.01%	1063
2021 Q3	$0	Hold	9	–	–	﹤0.01%	1044
2021 Q2	$0	Hold	9	–	–	﹤0.01%	985
2021 Q1	$0	Buy	+9	New	+$102	﹤0.01%	939

Other funds holding CLOV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

BerganKDV Wealth Management's CLOV Position: Q2 2023 in Review

BerganKDV Wealth Management held its Clover Health Investments (CLOV) position steady in Q2 2023 at 29 shares worth $27. The position accounts for ﹤0.01% of the portfolio, ranked #856.

BerganKDV Wealth Management first reported a position in CLOV in Q1 2021 and has held it in 10 quarters since. 145 funds tracked by Wall St. Rank hold CLOV as of Q2 2023.

BerganKDV Wealth Management held 29 shares of Clover Health Investments worth $27 as of Q2 2023.
BerganKDV Wealth Management left its Clover Health Investments share count unchanged in Q2 2023.
Clover Health Investments made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #856 holding.
BerganKDV Wealth Management first reported a position in Clover Health Investments in Q1 2021 and has held it in 10 quarters since.
145 funds tracked by Wall St. Rank held Clover Health Investments as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.