CWAF
CLOV icon

Core Wealth Advisors (Florida)’s Clover Health Investments CLOV Stock Holding History

Core Wealth Advisors (Florida)’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
2022
Q1 		– Sell
-500
Closed -$2K – 200
2021
Q4 		$2K Buy
500
+200
+67% +$1.23K ﹤0.01% 194
2021
Q3 		$2K Buy
300
+100
+50% +$856 ﹤0.01% 174
2021
Q2 		$3K Buy
200
+182
+1,011% +$1.79K ﹤0.01% 163
2021
Q1 		$0 Buy
+18
New +$203 ﹤0.01% 181

Other funds holding CLOV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
LFGH
Lee Financial Group Hawaii Honolulu, Hawaii $128M AUM 17.61% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Core Wealth Advisors (Florida)'s CLOV Position: Q1 2022 in Review

Core Wealth Advisors (Florida) sold out of Clover Health Investments (CLOV) in Q1 2022, closing a stake of 500 shares — an estimated $2K sold.

Core Wealth Advisors (Florida) first reported a position in CLOV in Q1 2021 and held it in 4 quarters. The position peaked at $3K in Q2 2021. 168 funds tracked by Wall St. Rank hold CLOV as of Q1 2022.

  • Core Wealth Advisors (Florida) reported no remaining Clover Health Investments position as of Q1 2022 after selling out during the quarter.
  • Core Wealth Advisors (Florida) sold 500 Clover Health Investments shares in Q1 2022, an estimated $2K.
  • Core Wealth Advisors (Florida) first reported a position in Clover Health Investments in Q1 2021 and held it in 4 quarters.
  • Core Wealth Advisors (Florida)'s Clover Health Investments position peaked at $3K in Q2 2021.
  • 168 funds tracked by Wall St. Rank held Clover Health Investments as of Q1 2022.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q1 2022, filed 16 May 2022.