FSWA
CLOV icon

Financial Synergies Wealth Advisors’s Clover Health Investments CLOV Stock Holding History

Financial Synergies Wealth Advisors’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
Q3 		– Sell
-100
Closed -$214 – 481
2022
Q2 		$214 Buy
+100
New +$266 ﹤0.01% 467

Other funds holding CLOV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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

Financial Synergies Wealth Advisors's CLOV Position: Q3 2022 in Review

Financial Synergies Wealth Advisors sold out of Clover Health Investments (CLOV) in Q3 2022, closing a stake of 100 shares — an estimated $214 sold.

Financial Synergies Wealth Advisors first reported a position in CLOV in Q2 2022 and held it in 1 quarter. The position peaked at $214 in Q2 2022. 175 funds tracked by Wall St. Rank hold CLOV as of Q3 2022.

  • Financial Synergies Wealth Advisors reported no remaining Clover Health Investments position as of Q3 2022 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 100 Clover Health Investments shares in Q3 2022, an estimated $214.
  • Financial Synergies Wealth Advisors first reported a position in Clover Health Investments in Q2 2022 and held it in 1 quarter.
  • Financial Synergies Wealth Advisors's Clover Health Investments position peaked at $214 in Q2 2022.
  • 175 funds tracked by Wall St. Rank held Clover Health Investments as of Q3 2022.

Based on Financial Synergies Wealth Advisors's 13F filing for Q3 2022, filed 4 Apr 2024.