FWM
CLVR

Focused Wealth Management’s Clever Leaves Holdings Inc. Common Shares CLVR Stock Holding History

Focused Wealth Management’s Portfolio CLVR Stock Details CLVR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-6
Closed -$13 – 1054
2023
Q4 		$13 Hold
6
– – ﹤0.01% 1009
2023
Q3 		$21 Sell
6
-1
-14% -$5 ﹤0.01% 1015
2023
Q2 		$41 Hold
7
– – ﹤0.01% 1044
2023
Q1 		$76 Hold
7
– – ﹤0.01% 1014
2022
Q4 		$61 Hold
7
– – ﹤0.01% 1059
2022
Q3 		$0 Hold
7
– – ﹤0.01% 1094
2022
Q2 		$0 Hold
7
– – ﹤0.01% 1121
2022
Q1 		$0 Hold
7
– – ﹤0.01% 1144
2021
Q4 		$1K Hold
7
– – ﹤0.01% 956
2021
Q3 		$2K Hold
7
– – ﹤0.01% 844
2021
Q2 		$2K Hold
7
– – ﹤0.01% 840
2021
Q1 		$2K Sell
7
-498
-99% -$182K ﹤0.01% 835
2020
Q4 		$135K Buy
+505
New +$164K 0.03% 208

Other funds holding CLVR

AI
AdvisorShares Investments Bethesda, Maryland $549M AUM 32.58% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NRG
Nemes Rush Group Novi, Michigan $1.05B AUM 30.08% 1-Year Est. Return

Focused Wealth Management's CLVR Position: Q1 2024 in Review

Focused Wealth Management sold out of Clever Leaves Holdings Inc. Common Shares (CLVR) in Q1 2024, closing a stake of 6 shares — an estimated $13 sold.

Focused Wealth Management first reported a position in CLVR in Q4 2020 and held it in 13 quarters. The position peaked at $135K in Q4 2020. 11 funds tracked by Wall St. Rank hold CLVR as of Q1 2024.

  • Focused Wealth Management reported no remaining Clever Leaves Holdings Inc. Common Shares position as of Q1 2024 after selling out during the quarter.
  • Focused Wealth Management sold 6 Clever Leaves Holdings Inc. Common Shares shares in Q1 2024, an estimated $13.
  • Focused Wealth Management first reported a position in Clever Leaves Holdings Inc. Common Shares in Q4 2020 and held it in 13 quarters.
  • Focused Wealth Management's Clever Leaves Holdings Inc. Common Shares position peaked at $135K in Q4 2020.
  • 11 funds tracked by Wall St. Rank held Clever Leaves Holdings Inc. Common Shares as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.