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Foundations Investment Advisors’s Clover Health Investments CLOV Stock Holding History

Foundations Investment 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
2024
Q4 		– Sell
-19,547
Closed -$55.1K – 849
2024
Q3 		$55.1K Buy
+19,547
New +$44.7K ﹤0.01% 802

Other funds holding CLOV

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Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
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

Foundations Investment Advisors's CLOV Position: Q4 2024 in Review

Foundations Investment Advisors sold out of Clover Health Investments (CLOV) in Q4 2024, closing a stake of 19,547 shares — an estimated $55.1K sold.

Foundations Investment Advisors first reported a position in CLOV in Q3 2024 and held it in 1 quarter. The position peaked at $55.1K in Q3 2024. 178 funds tracked by Wall St. Rank hold CLOV as of Q4 2024.

  • Foundations Investment Advisors reported no remaining Clover Health Investments position as of Q4 2024 after selling out during the quarter.
  • Foundations Investment Advisors sold 19,547 Clover Health Investments shares in Q4 2024, an estimated $55.1K.
  • Foundations Investment Advisors first reported a position in Clover Health Investments in Q3 2024 and held it in 1 quarter.
  • Foundations Investment Advisors's Clover Health Investments position peaked at $55.1K in Q3 2024.
  • 178 funds tracked by Wall St. Rank held Clover Health Investments as of Q4 2024.

Based on Foundations Investment Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.