Corient Private Wealth
CLOV icon

Corient Private Wealth’s Clover Health Investments CLOV Stock Holding History

Corient Private Wealth’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
2024
Q4 		– Sell
-13,660
Closed -$38.5K – 2386
2024
Q3 		$38.5K Buy
+13,660
New +$31.3K ﹤0.01% 2414

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BlackRock
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Geode Capital Management
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Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Corient Private Wealth's CLOV Position: Q4 2024 in Review

Corient Private Wealth sold out of Clover Health Investments (CLOV) in Q4 2024, closing a stake of 13,660 shares — an estimated $38.5K sold.

Corient Private Wealth first reported a position in CLOV in Q3 2024 and held it in 1 quarter. The position peaked at $38.5K in Q3 2024. 178 funds tracked by Wall St. Rank hold CLOV as of Q4 2024.

  • Corient Private Wealth reported no remaining Clover Health Investments position as of Q4 2024 after selling out during the quarter.
  • Corient Private Wealth sold 13,660 Clover Health Investments shares in Q4 2024, an estimated $38.5K.
  • Corient Private Wealth first reported a position in Clover Health Investments in Q3 2024 and held it in 1 quarter.
  • Corient Private Wealth's Clover Health Investments position peaked at $38.5K in Q3 2024.
  • 178 funds tracked by Wall St. Rank held Clover Health Investments as of Q4 2024.

Based on Corient Private Wealth's 13F filing for Q4 2024, filed 10 Feb 2025.