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.