SWA
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SOA Wealth Advisors’s Clover Health Investments CLOV Stock Holding History

SOA Wealth Advisors’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
Q2 		– Sell
-108
Closed – – 870
2021
Q1 		$0 Hold
108
– – ﹤0.01% 818
2020
Q4 		$1K Buy
+108
New +$1.2K ﹤0.01% 728

Other funds holding CLOV

GCP
Greenoaks Capital Partners Orinda, California $2.3B AUM 19.87% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PA
Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

SOA Wealth Advisors's CLOV Position: Q2 2021 in Review

SOA Wealth Advisors sold out of Clover Health Investments (CLOV) in Q2 2021, closing a stake of 108 shares.

SOA Wealth Advisors first reported a position in CLOV in Q4 2020 and held it in 2 quarters. The position peaked at $1K in Q4 2020. 147 funds tracked by Wall St. Rank hold CLOV as of Q2 2021.

  • SOA Wealth Advisors reported no remaining Clover Health Investments position as of Q2 2021 after selling out during the quarter.
  • SOA Wealth Advisors sold 108 Clover Health Investments shares in Q2 2021.
  • SOA Wealth Advisors first reported a position in Clover Health Investments in Q4 2020 and held it in 2 quarters.
  • SOA Wealth Advisors's Clover Health Investments position peaked at $1K in Q4 2020.
  • 147 funds tracked by Wall St. Rank held Clover Health Investments as of Q2 2021.

Based on SOA Wealth Advisors's 13F filing for Q2 2021, filed 14 Jul 2021.