KCFA
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Key Client Fiduciary Advisors’s Clene CLNN Stock Holding History

Key Client Fiduciary Advisors’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
2024
Q3 		– Sell
-1,300
Closed -$9.26K – 204
2024
Q2 		$9.26K Hold
1,300
– – ﹤0.01% 191
2024
Q1 		$11.1K Hold
1,300
– – 0.01% 183
2023
Q4 		$7.71K Hold
1,300
– – ﹤0.01% 172
2023
Q3 		$12.9K Buy
+1,300
New +$18K 0.01% 169

Other funds holding CLNN

AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SM
Scoggin Management New York $1.04B AUM 232.32% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $228M AUM 19.85% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return

Key Client Fiduciary Advisors's CLNN Position: Q3 2024 in Review

Key Client Fiduciary Advisors sold out of Clene (CLNN) in Q3 2024, closing a stake of 1,300 shares — an estimated $9.26K sold.

Key Client Fiduciary Advisors first reported a position in CLNN in Q3 2023 and held it in 4 quarters. The position peaked at $12.9K in Q3 2023. 20 funds tracked by Wall St. Rank hold CLNN as of Q3 2024.

  • Key Client Fiduciary Advisors reported no remaining Clene position as of Q3 2024 after selling out during the quarter.
  • Key Client Fiduciary Advisors sold 1,300 Clene shares in Q3 2024, an estimated $9.26K.
  • Key Client Fiduciary Advisors first reported a position in Clene in Q3 2023 and held it in 4 quarters.
  • Key Client Fiduciary Advisors's Clene position peaked at $12.9K in Q3 2023.
  • 20 funds tracked by Wall St. Rank held Clene as of Q3 2024.

Based on Key Client Fiduciary Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.