BSW
CLVR

Buckingham Strategic Wealth’s Clever Leaves Holdings Inc. Common Shares CLVR Stock Holding History

Buckingham Strategic Wealth’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
Q3 		– Sell
-800
Closed -$4.87K – 728
2023
Q2 		$4.87K Buy
800
+400
+100% +$3.26K ﹤0.01% 696
2023
Q1 		$3.68K Hold
400
– – ﹤0.01% 624
2022
Q4 		$3.68K Hold
400
– – ﹤0.01% 626
2022
Q3 		$7K Hold
400
– – ﹤0.01% 603
2022
Q2 		$12K Buy
+400
New +$16K ﹤0.01% 603

Other funds holding CLVR

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
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Buckingham Strategic Wealth's CLVR Position: Q3 2023 in Review

Buckingham Strategic Wealth sold out of Clever Leaves Holdings Inc. Common Shares (CLVR) in Q3 2023, closing a stake of 800 shares — an estimated $4.87K sold.

Buckingham Strategic Wealth first reported a position in CLVR in Q2 2022 and held it in 5 quarters. The position peaked at $12K in Q2 2022. 16 funds tracked by Wall St. Rank hold CLVR as of Q3 2023.

  • Buckingham Strategic Wealth reported no remaining Clever Leaves Holdings Inc. Common Shares position as of Q3 2023 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 800 Clever Leaves Holdings Inc. Common Shares shares in Q3 2023, an estimated $4.87K.
  • Buckingham Strategic Wealth first reported a position in Clever Leaves Holdings Inc. Common Shares in Q2 2022 and held it in 5 quarters.
  • Buckingham Strategic Wealth's Clever Leaves Holdings Inc. Common Shares position peaked at $12K in Q2 2022.
  • 16 funds tracked by Wall St. Rank held Clever Leaves Holdings Inc. Common Shares as of Q3 2023.

Based on Buckingham Strategic Wealth's 13F filing for Q3 2023, filed 13 Nov 2023.