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Ritter Daniher Financial Advisory’s Clover Health Investments CLOV Stock Holding History

Ritter Daniher Financial Advisory’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
2023
Q1 		– Sell
-50
Closed -$46 – 302
2022
Q4 		$46 Buy
+50
New +$67 ﹤0.01% 296

Other funds holding CLOV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return

Ritter Daniher Financial Advisory's CLOV Position: Q1 2023 in Review

Ritter Daniher Financial Advisory sold out of Clover Health Investments (CLOV) in Q1 2023, closing a stake of 50 shares — an estimated $46 sold.

Ritter Daniher Financial Advisory first reported a position in CLOV in Q4 2022 and held it in 1 quarter. The position peaked at $46 in Q4 2022. 157 funds tracked by Wall St. Rank hold CLOV as of Q1 2023.

  • Ritter Daniher Financial Advisory reported no remaining Clover Health Investments position as of Q1 2023 after selling out during the quarter.
  • Ritter Daniher Financial Advisory sold 50 Clover Health Investments shares in Q1 2023, an estimated $46.
  • Ritter Daniher Financial Advisory first reported a position in Clover Health Investments in Q4 2022 and held it in 1 quarter.
  • Ritter Daniher Financial Advisory's Clover Health Investments position peaked at $46 in Q4 2022.
  • 157 funds tracked by Wall St. Rank held Clover Health Investments as of Q1 2023.

Based on Ritter Daniher Financial Advisory's 13F filing for Q1 2023, filed 11 May 2023.