Glassman Wealth Services’s Clover Health Investments CLOV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
-12
Closed -$11 2009
2023
Q2
$11 Hold
12
﹤0.01% 1901
2023
Q1
$10 Hold
12
﹤0.01% 1890
2022
Q4
$11 Hold
12
﹤0.01% 1905
2022
Q3
$0 Hold
12
﹤0.01% 1704
2022
Q2
$0 Buy
+12
New +$32 ﹤0.01% 1716

Other funds holding CLOV

Glassman Wealth Services's CLOV Position: Q3 2023 in Review

Glassman Wealth Services sold out of Clover Health Investments (CLOV) in Q3 2023, closing a stake of 12 shares — an estimated $11 sold.

Glassman Wealth Services first reported a position in CLOV in Q2 2022 and held it in 5 quarters. The position peaked at $11 in Q2 2023. 143 funds tracked by Wall St. Rank hold CLOV as of Q3 2023.

  • Glassman Wealth Services reported no remaining Clover Health Investments position as of Q3 2023 after selling out during the quarter.
  • Glassman Wealth Services sold 12 Clover Health Investments shares in Q3 2023, an estimated $11.
  • Glassman Wealth Services first reported a position in Clover Health Investments in Q2 2022 and held it in 5 quarters.
  • Glassman Wealth Services's Clover Health Investments position peaked at $11 in Q2 2023.
  • 143 funds tracked by Wall St. Rank held Clover Health Investments as of Q3 2023.

Based on Glassman Wealth Services's 13F filing for Q3 2023, filed 14 Nov 2023.