PWM
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Partnership Wealth Management’s Clene CLNN Stock Holding History

Partnership Wealth Management’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
Q4 		– Sell
-1,875
Closed -$8.61K – 90
2024
Q3 		$8.61K Hold
1,875
– – 0.01% 167
2024
Q2 		$13.4K Hold
1,875
– – 0.01% 184
2024
Q1 		$16K Hold
1,875
– – 0.01% 181
2023
Q4 		$18.5K Buy
+1,875
New +$16.3K 0.01% 172

Other funds holding CLNN

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
PCM
Parsons Capital Management Providence, Rhode Island $2.19B AUM 20.87% 1-Year Est. Return
LCM
Lunt Capital Management Holladay, Utah $260M AUM 10.98% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $3.65B AUM 41.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Partnership Wealth Management's CLNN Position: Q4 2024 in Review

Partnership Wealth Management sold out of Clene (CLNN) in Q4 2024, closing a stake of 1,875 shares — an estimated $8.61K sold.

Partnership Wealth Management first reported a position in CLNN in Q4 2023 and held it in 4 quarters. The position peaked at $18.5K in Q4 2023. 27 funds tracked by Wall St. Rank hold CLNN as of Q4 2024.

  • Partnership Wealth Management reported no remaining Clene position as of Q4 2024 after selling out during the quarter.
  • Partnership Wealth Management sold 1,875 Clene shares in Q4 2024, an estimated $8.61K.
  • Partnership Wealth Management first reported a position in Clene in Q4 2023 and held it in 4 quarters.
  • Partnership Wealth Management's Clene position peaked at $18.5K in Q4 2023.
  • 27 funds tracked by Wall St. Rank held Clene as of Q4 2024.

Based on Partnership Wealth Management's 13F filing for Q4 2024, filed 8 Jan 2025.