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Freedom Wealth Alliance’s Clover Health Investments CLOV Stock Holding History

Freedom Wealth Alliance’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
2023
Q1 		– Sell
-1,274
Closed -$1.18K – 134
2022
Q4 		$1.18K Buy
+1,274
New +$1.7K ﹤0.01% 408

Other funds holding CLOV

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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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return

Freedom Wealth Alliance's CLOV Position: Q1 2023 in Review

Freedom Wealth Alliance sold out of Clover Health Investments (CLOV) in Q1 2023, closing a stake of 1,274 shares — an estimated $1.18K sold.

Freedom Wealth Alliance first reported a position in CLOV in Q4 2022 and held it in 1 quarter. The position peaked at $1.18K in Q4 2022. 157 funds tracked by Wall St. Rank hold CLOV as of Q1 2023.

  • Freedom Wealth Alliance reported no remaining Clover Health Investments position as of Q1 2023 after selling out during the quarter.
  • Freedom Wealth Alliance sold 1,274 Clover Health Investments shares in Q1 2023, an estimated $1.18K.
  • Freedom Wealth Alliance first reported a position in Clover Health Investments in Q4 2022 and held it in 1 quarter.
  • Freedom Wealth Alliance's Clover Health Investments position peaked at $1.18K in Q4 2022.
  • 157 funds tracked by Wall St. Rank held Clover Health Investments as of Q1 2023.

Based on Freedom Wealth Alliance's 13F filing for Q1 2023, filed 25 Apr 2023.