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Realta Investment Advisors’s Clene CLNN Stock Holding History

Realta Investment Advisors’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
Q3 		– Sell
-950
Closed -$6.77K – 409
2024
Q2 		$6.77K Buy
950
+150
+19% +$1.12K ﹤0.01% 701
2024
Q1 		$6.81K Hold
800
– – ﹤0.01% 727
2023
Q4 		$4.75K Buy
+800
New +$6.97K ﹤0.01% 443

Other funds holding CLNN

AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
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
LCM
Lunt Capital Management Holladay, Utah $260M AUM 10.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $228M AUM 19.85% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return

Realta Investment Advisors's CLNN Position: Q3 2024 in Review

Realta Investment Advisors sold out of Clene (CLNN) in Q3 2024, closing a stake of 950 shares — an estimated $6.77K sold.

Realta Investment Advisors first reported a position in CLNN in Q4 2023 and held it in 3 quarters. The position peaked at $6.81K in Q1 2024. 20 funds tracked by Wall St. Rank hold CLNN as of Q3 2024.

  • Realta Investment Advisors reported no remaining Clene position as of Q3 2024 after selling out during the quarter.
  • Realta Investment Advisors sold 950 Clene shares in Q3 2024, an estimated $6.77K.
  • Realta Investment Advisors first reported a position in Clene in Q4 2023 and held it in 3 quarters.
  • Realta Investment Advisors's Clene position peaked at $6.81K in Q1 2024.
  • 20 funds tracked by Wall St. Rank held Clene as of Q3 2024.

Based on Realta Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.