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Pinnacle Wealth Planning Services’s Clover Health Investments CLOV Stock Holding History

Pinnacle Wealth Planning Services’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
-109,880
Closed -$812K – 435
2021
Q3 		$812K Buy
+109,880
New +$940K 0.18% 87

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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

Pinnacle Wealth Planning Services's CLOV Position: Q4 2021 in Review

Pinnacle Wealth Planning Services sold out of Clover Health Investments (CLOV) in Q4 2021, closing a stake of 109,880 shares — an estimated $812K sold.

Pinnacle Wealth Planning Services first reported a position in CLOV in Q3 2021 and held it in 1 quarter. The position peaked at $812K in Q3 2021. 161 funds tracked by Wall St. Rank hold CLOV as of Q4 2021.

  • Pinnacle Wealth Planning Services reported no remaining Clover Health Investments position as of Q4 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 109,880 Clover Health Investments shares in Q4 2021, an estimated $812K.
  • Pinnacle Wealth Planning Services first reported a position in Clover Health Investments in Q3 2021 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Clover Health Investments position peaked at $812K in Q3 2021.
  • 161 funds tracked by Wall St. Rank held Clover Health Investments as of Q4 2021.

Based on Pinnacle Wealth Planning Services's 13F filing for Q4 2021, filed 21 Jan 2022.