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Impact Partnership Wealth’s Clene CLNN Stock Holding History

Impact Partnership Wealth’s Portfolio CLNN Stock Details CLNN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-2,796
Closed -$27.7K – 875
2023
Q3 		$27.7K Hold
2,796
– – 0.01% 455
2023
Q2 		$49.2K Buy
+2,796
New +$54.6K 0.02% 256

Other funds holding CLNN

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Vanguard Group
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Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
SM
Scoggin Management New York $1.04B AUM 232.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LCM
Lunt Capital Management Holladay, Utah $260M AUM 10.98% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Impact Partnership Wealth's CLNN Position: Q4 2023 in Review

Impact Partnership Wealth sold out of Clene (CLNN) in Q4 2023, closing a stake of 2,796 shares — an estimated $27.7K sold.

Impact Partnership Wealth first reported a position in CLNN in Q2 2023 and held it in 2 quarters. The position peaked at $49.2K in Q2 2023. 44 funds tracked by Wall St. Rank hold CLNN as of Q4 2023.

  • Impact Partnership Wealth reported no remaining Clene position as of Q4 2023 after selling out during the quarter.
  • Impact Partnership Wealth sold 2,796 Clene shares in Q4 2023, an estimated $27.7K.
  • Impact Partnership Wealth first reported a position in Clene in Q2 2023 and held it in 2 quarters.
  • Impact Partnership Wealth's Clene position peaked at $49.2K in Q2 2023.
  • 44 funds tracked by Wall St. Rank held Clene as of Q4 2023.

Based on Impact Partnership Wealth's 13F filing for Q4 2023, filed 14 Feb 2024.