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Independent Wealth Network’s Clover Health Investments CLOV Stock Holding History

Independent Wealth Network’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
Q2 		– Sell
-10,350
Closed -$8.75K – 212
2023
Q1 		$8.75K Hold
10,350
– – 0.01% 199
2022
Q4 		$9.62K Hold
10,350
– – 0.01% 197
2022
Q3 		$18K Buy
+10,350
New +$27.1K 0.01% 175
2022
Q2 		– Sell
-10,350
Closed -$37K – 193
2022
Q1 		$37K Buy
+10,350
New +$30K 0.02% 199

Other funds holding CLOV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
CSS
Cubist Systematic Strategies Stamford, Connecticut $21B AUM 21.48% 1-Year Est. Return

Independent Wealth Network's CLOV Position: Q2 2023 in Review

Independent Wealth Network sold out of Clover Health Investments (CLOV) in Q2 2023, closing a stake of 10,350 shares — an estimated $8.75K sold.

Independent Wealth Network first reported a position in CLOV in Q1 2022 and held it in 4 quarters. The position peaked at $37K in Q1 2022. 145 funds tracked by Wall St. Rank hold CLOV as of Q2 2023.

  • Independent Wealth Network reported no remaining Clover Health Investments position as of Q2 2023 after selling out during the quarter.
  • Independent Wealth Network sold 10,350 Clover Health Investments shares in Q2 2023, an estimated $8.75K.
  • Independent Wealth Network first reported a position in Clover Health Investments in Q1 2022 and held it in 4 quarters.
  • Independent Wealth Network's Clover Health Investments position peaked at $37K in Q1 2022.
  • 145 funds tracked by Wall St. Rank held Clover Health Investments as of Q2 2023.

Based on Independent Wealth Network's 13F filing for Q2 2023, filed 12 Jul 2023.