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

CarsonAllaria 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 Q3	–	Sell	-1,050	Closed	-$942	–	371
2023 Q2	$942	Hold	1,050	–	–	﹤0.01%	359
2023 Q1	$887	Sell	1,050 -20	-2%	-$22	﹤0.01%	342
2022 Q4	$1K	Sell	1,070 -640	-37%	-$854	﹤0.01%	309
2022 Q3	$3K	Hold	1,710	–	–	﹤0.01%	257
2022 Q2	$4K	Hold	1,710	–	–	﹤0.01%	240
2022 Q1	$6K	Hold	1,710	–	–	0.01%	227
2021 Q4	$6K	Buy	+1,710	New	+$10.5K	0.01%	249

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

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

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JAM

Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

CarsonAllaria Wealth Management's CLOV Position: Q3 2023 in Review

CarsonAllaria Wealth Management sold out of Clover Health Investments (CLOV) in Q3 2023, closing a stake of 1,050 shares — an estimated $942 sold.

CarsonAllaria Wealth Management first reported a position in CLOV in Q4 2021 and held it in 7 quarters. The position peaked at $6K in Q1 2022. 143 funds tracked by Wall St. Rank hold CLOV as of Q3 2023.

CarsonAllaria Wealth Management reported no remaining Clover Health Investments position as of Q3 2023 after selling out during the quarter.
CarsonAllaria Wealth Management sold 1,050 Clover Health Investments shares in Q3 2023, an estimated $942.
CarsonAllaria Wealth Management first reported a position in Clover Health Investments in Q4 2021 and held it in 7 quarters.
CarsonAllaria Wealth Management's Clover Health Investments position peaked at $6K in Q1 2022.
143 funds tracked by Wall St. Rank held Clover Health Investments as of Q3 2023.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2023, filed 9 Nov 2023.