Castleview Partners’s Clene CLNN Stock Holding History

Castleview Partners’s Portfolio CLNN Stock Details CLNN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-11,547	Closed	-$62.2K	–	245
2024 Q4	$62.2K	Sell	11,547 -1,236	-10%	-$6.22K	0.03%	309
2024 Q3	$58.7K	Buy	+12,783	New	+$67.2K	0.03%	307

Other funds holding CLNN

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

Scoggin Management New York $1.04B AUM 232.32% 1-Year Est. Return

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

PCM

Parsons Capital Management Providence, Rhode Island $2.19B AUM 20.87% 1-Year Est. Return

LCM

Lunt Capital Management Holladay, Utah $260M AUM 10.98% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SBI Securities Tokyo, Japan $3.65B AUM 41.88% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

PDM

Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return

Castleview Partners's CLNN Position: Q1 2025 in Review

Castleview Partners sold out of Clene (CLNN) in Q1 2025, closing a stake of 11,547 shares — an estimated $62.2K sold.

Castleview Partners first reported a position in CLNN in Q3 2024 and held it in 2 quarters. The position peaked at $62.2K in Q4 2024. 24 funds tracked by Wall St. Rank hold CLNN as of Q1 2025.

Castleview Partners reported no remaining Clene position as of Q1 2025 after selling out during the quarter.
Castleview Partners sold 11,547 Clene shares in Q1 2025, an estimated $62.2K.
Castleview Partners first reported a position in Clene in Q3 2024 and held it in 2 quarters.
Castleview Partners's Clene position peaked at $62.2K in Q4 2024.
24 funds tracked by Wall St. Rank held Clene as of Q1 2025.

Based on Castleview Partners's 13F filing for Q1 2025, filed 22 Apr 2025.