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Simplicity Wealth’s Clover Health Investments CLOV Stock Holding History

Simplicity Wealth’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
-10,012
Closed -$12.3K – 617
2024
Q2 		$12.3K Sell
10,012
-267
-3% -$240 ﹤0.01% 1234
2024
Q1 		$8.16K Buy
+10,279
New +$9.35K ﹤0.01% 1177

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 $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Simplicity Wealth's CLOV Position: Q3 2024 in Review

Simplicity Wealth sold out of Clover Health Investments (CLOV) in Q3 2024, closing a stake of 10,012 shares — an estimated $12.3K sold.

Simplicity Wealth first reported a position in CLOV in Q1 2024 and held it in 2 quarters. The position peaked at $12.3K in Q2 2024. 159 funds tracked by Wall St. Rank hold CLOV as of Q3 2024.

  • Simplicity Wealth reported no remaining Clover Health Investments position as of Q3 2024 after selling out during the quarter.
  • Simplicity Wealth sold 10,012 Clover Health Investments shares in Q3 2024, an estimated $12.3K.
  • Simplicity Wealth first reported a position in Clover Health Investments in Q1 2024 and held it in 2 quarters.
  • Simplicity Wealth's Clover Health Investments position peaked at $12.3K in Q2 2024.
  • 159 funds tracked by Wall St. Rank held Clover Health Investments as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.