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Concourse Financial Group Securities’s Clover Health Investments CLOV Stock Holding History

Concourse Financial Group Securities’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
2021
Q3 		– Sell
-100
Closed -$856 – 2414
2021
Q2 		$1K Buy
+100
New +$982 ﹤0.01% 2273

Other funds holding CLOV

GCP
Greenoaks Capital Partners Orinda, California $2.36B AUM 17.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PA
Perceptive Advisors New York $6.66B AUM 360.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Concourse Financial Group Securities's CLOV Position: Q3 2021 in Review

Concourse Financial Group Securities sold out of Clover Health Investments (CLOV) in Q3 2021, closing a stake of 100 shares — an estimated $856 sold.

Concourse Financial Group Securities first reported a position in CLOV in Q2 2021 and held it in 1 quarter. The position peaked at $1K in Q2 2021. 149 funds tracked by Wall St. Rank hold CLOV as of Q3 2021.

  • Concourse Financial Group Securities reported no remaining Clover Health Investments position as of Q3 2021 after selling out during the quarter.
  • Concourse Financial Group Securities sold 100 Clover Health Investments shares in Q3 2021, an estimated $856.
  • Concourse Financial Group Securities first reported a position in Clover Health Investments in Q2 2021 and held it in 1 quarter.
  • Concourse Financial Group Securities's Clover Health Investments position peaked at $1K in Q2 2021.
  • 149 funds tracked by Wall St. Rank held Clover Health Investments as of Q3 2021.

Based on Concourse Financial Group Securities's 13F filing for Q3 2021, filed 9 Nov 2021.