LWM
CLOV icon

Liberty Wealth Management’s Clover Health Investments CLOV Stock Holding History

Liberty Wealth Management’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
2021
Q4 		– Sell
-16
Closed – – 326
2021
Q3 		$0 Buy
+16
New +$137 ﹤0.01% 1177

Other funds holding CLOV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GCP
Greenoaks Capital Partners Orinda, California $2.3B AUM 19.87% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GCM
Ghisallo Capital Management Boston, Massachusetts $3.63B AUM 30.51% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Liberty Wealth Management's CLOV Position: Q4 2021 in Review

Liberty Wealth Management sold out of Clover Health Investments (CLOV) in Q4 2021, closing a stake of 16 shares.

Liberty Wealth Management first reported a position in CLOV in Q3 2021 and held it in 1 quarter. The position peaked at $0 in Q3 2021. 161 funds tracked by Wall St. Rank hold CLOV as of Q4 2021.

  • Liberty Wealth Management reported no remaining Clover Health Investments position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 16 Clover Health Investments shares in Q4 2021.
  • Liberty Wealth Management first reported a position in Clover Health Investments in Q3 2021 and held it in 1 quarter.
  • Liberty Wealth Management's Clover Health Investments position peaked at $0 in Q3 2021.
  • 161 funds tracked by Wall St. Rank held Clover Health Investments as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.