Great Valley Advisor Group’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
Q4
Sell
-17,000
Closed -$18K 720
2023
Q3
$18K Buy
+17,000
New +$20.2K ﹤0.01% 667

Other funds holding CLOV

Great Valley Advisor Group's CLOV Position: Q4 2023 in Review

Great Valley Advisor Group sold out of Clover Health Investments (CLOV) in Q4 2023, closing a stake of 17,000 shares — an estimated $18K sold.

Great Valley Advisor Group first reported a position in CLOV in Q3 2023 and held it in 1 quarter. The position peaked at $18K in Q3 2023. 144 funds tracked by Wall St. Rank hold CLOV as of Q4 2023.

  • Great Valley Advisor Group reported no remaining Clover Health Investments position as of Q4 2023 after selling out during the quarter.
  • Great Valley Advisor Group sold 17,000 Clover Health Investments shares in Q4 2023, an estimated $18K.
  • Great Valley Advisor Group first reported a position in Clover Health Investments in Q3 2023 and held it in 1 quarter.
  • Great Valley Advisor Group's Clover Health Investments position peaked at $18K in Q3 2023.
  • 144 funds tracked by Wall St. Rank held Clover Health Investments as of Q4 2023.

Based on Great Valley Advisor Group's 13F filing for Q4 2023, filed 6 Feb 2024.