LPL Financial
CLVS

LPL Financial’s Clovis Oncology, Inc. CLVS Stock Holding History

LPL Financial’s Portfolio CLVS Stock Details CLVS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-14,133
Closed -$17K – 4621
2022
Q3 		$17K Sell
14,133
-21,050
-60% -$32.8K ﹤0.01% 4347
2022
Q2 		$63K Buy
35,183
+1,870
+6% +$2.76K ﹤0.01% 4205
2022
Q1 		$67K Sell
33,313
-500
-1% -$982 ﹤0.01% 4028
2021
Q4 		$92K Sell
33,813
-2,690
-7% -$9.94K ﹤0.01% 4152
2021
Q3 		$163K Sell
36,503
-22,182
-38% -$107K ﹤0.01% 4042
2021
Q2 		$340K Sell
58,685
-31,720
-35% -$186K ﹤0.01% 3492
2021
Q1 		$635K Buy
90,405
+33,825
+60% +$227K ﹤0.01% 2821
2020
Q4 		$272K Buy
56,580
+24,327
+75% +$123K ﹤0.01% 3289
2020
Q3 		$188K Buy
32,253
+10,325
+47% +$61.8K ﹤0.01% 3227
2020
Q2 		$148K Buy
+21,928
New +$166K ﹤0.01% 3206
2018
Q3 		– Sell
-5,123
Closed -$233K – 3332
2018
Q2 		$233K Sell
5,123
-338
-6% -$16.4K ﹤0.01% 2872
2018
Q1 		$288K Buy
5,461
+2,184
+67% +$127K ﹤0.01% 2650
2017
Q4 		$223K Buy
3,277
+710
+28% +$49.6K ﹤0.01% 2740
2017
Q3 		$212K Buy
2,567
+224
+10% +$17.8K ﹤0.01% 2632
2017
Q2 		$219K Buy
+2,343
New +$143K ﹤0.01% 2518

Other funds holding CLVS

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
CAS
Coppell Advisory Solutions Coppell, Texas $170M AUM 13.42% 1-Year Est. Return
CASC
Coppell Advisory Solutions Corp Coppell, Texas $531M AUM
STB
S&T Bank Indiana, Pennsylvania $268M AUM 39.92% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
FFWM
Future Financial Wealth Management Cincinnati, Ohio $155M AUM 13% 1-Year Est. Return
NFSG
Newbridge Financial Services Group Boca Raton, Florida $608M AUM 31.28% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

LPL Financial's CLVS Position: Q4 2022 in Review

LPL Financial sold out of Clovis Oncology, Inc. (CLVS) in Q4 2022, closing a stake of 14,133 shares — an estimated $17K sold.

LPL Financial first reported a position in CLVS in Q2 2017 and held it in 15 quarters. The position peaked at $635K in Q1 2021. 15 funds tracked by Wall St. Rank hold CLVS as of Q4 2022.

  • LPL Financial reported no remaining Clovis Oncology, Inc. position as of Q4 2022 after selling out during the quarter.
  • LPL Financial sold 14,133 Clovis Oncology, Inc. shares in Q4 2022, an estimated $17K.
  • LPL Financial first reported a position in Clovis Oncology, Inc. in Q2 2017 and held it in 15 quarters.
  • LPL Financial's Clovis Oncology, Inc. position peaked at $635K in Q1 2021.
  • 15 funds tracked by Wall St. Rank held Clovis Oncology, Inc. as of Q4 2022.

Based on LPL Financial's 13F filing for Q4 2022, filed 7 Feb 2023.