PPWM
CLOV icon

PFG Private Wealth Management’s Clover Health Investments CLOV Stock Holding History

PFG Private 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
2024
Q3 		– Sell
-1,000
Closed -$1.23K – 242
2024
Q2 		$1.23K Buy
+1,000
New +$897 ﹤0.01% 211

Other funds holding CLOV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

PFG Private Wealth Management's CLOV Position: Q3 2024 in Review

PFG Private Wealth Management sold out of Clover Health Investments (CLOV) in Q3 2024, closing a stake of 1,000 shares — an estimated $1.23K sold.

PFG Private Wealth Management first reported a position in CLOV in Q2 2024 and held it in 1 quarter. The position peaked at $1.23K in Q2 2024. 159 funds tracked by Wall St. Rank hold CLOV as of Q3 2024.

  • PFG Private Wealth Management reported no remaining Clover Health Investments position as of Q3 2024 after selling out during the quarter.
  • PFG Private Wealth Management sold 1,000 Clover Health Investments shares in Q3 2024, an estimated $1.23K.
  • PFG Private Wealth Management first reported a position in Clover Health Investments in Q2 2024 and held it in 1 quarter.
  • PFG Private Wealth Management's Clover Health Investments position peaked at $1.23K in Q2 2024.
  • 159 funds tracked by Wall St. Rank held Clover Health Investments as of Q3 2024.

Based on PFG Private Wealth Management's 13F filing for Q3 2024, filed 5 Nov 2024.