BWL
CLVR

Bogart Wealth LLC’s Clever Leaves Holdings Inc. Common Shares CLVR Stock Holding History

Bogart Wealth LLC’s Portfolio CLVR Stock Details CLVR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Hold
0
– – – 1148
2023
Q1 		– Hold
0
– – – 1225
2022
Q4 		– Hold
0
– – – 1228
2022
Q3 		– Hold
0
– – – 1182
2022
Q2 		– Hold
0
– – – 1010
2022
Q1 		– Hold
0
– – – 881
2021
Q4 		– Hold
0
– – – 845
2021
Q3 		– Hold
0
– – – 800

Other funds holding CLVR

FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
AI
AdvisorShares Investments Bethesda, Maryland $549M AUM 32.58% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
ACM
AUA Capital Management Camp Hill, Pennsylvania $196M AUM 18.71% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return