LPL Financial
CLVR

LPL Financial’s Clever Leaves Holdings Inc. Common Shares CLVR Stock Holding History

LPL Financial’s Portfolio CLVR Stock Details CLVR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-1,889
Closed -$583K – 4327
2021
Q1 		$583K Sell
1,889
-423
-18% -$154K ﹤0.01% 2892
2020
Q4 		$617K Buy
+2,312
New +$749K ﹤0.01% 2574

Other funds holding CLVR

FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
EMG
ETF Managers Group Summit, New Jersey $3.1B AUM 17.12% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SCM
Symons Capital Management Pittsburgh, Pennsylvania $156M AUM 9.32% 1-Year Est. Return
CWM
Cedar Wealth Management Walnut Creek, California $389M AUM 25.02% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

LPL Financial's CLVR Position: Q2 2021 in Review

LPL Financial sold out of Clever Leaves Holdings Inc. Common Shares (CLVR) in Q2 2021, closing a stake of 1,889 shares — an estimated $583K sold.

LPL Financial first reported a position in CLVR in Q4 2020 and held it in 2 quarters. The position peaked at $617K in Q4 2020. 25 funds tracked by Wall St. Rank hold CLVR as of Q2 2021.

  • LPL Financial reported no remaining Clever Leaves Holdings Inc. Common Shares position as of Q2 2021 after selling out during the quarter.
  • LPL Financial sold 1,889 Clever Leaves Holdings Inc. Common Shares shares in Q2 2021, an estimated $583K.
  • LPL Financial first reported a position in Clever Leaves Holdings Inc. Common Shares in Q4 2020 and held it in 2 quarters.
  • LPL Financial's Clever Leaves Holdings Inc. Common Shares position peaked at $617K in Q4 2020.
  • 25 funds tracked by Wall St. Rank held Clever Leaves Holdings Inc. Common Shares as of Q2 2021.

Based on LPL Financial's 13F filing for Q2 2021, filed 13 Aug 2021.