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Sowell Financial Services’s Clover Health Investments CLOV Stock Holding History

Sowell Financial 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
Q2 		– Sell
-30
Closed – – 918
2021
Q1 		$0 Sell
30
-11,947
-100% -$135K ﹤0.01% 3127
2020
Q4 		$201K Buy
11,977
+8,977
+299% +$99.9K 0.01% 837
2020
Q3 		$37K Buy
+3,000
New +$33.2K ﹤0.01% 1313

Other funds holding CLOV

GCP
Greenoaks Capital Partners Orinda, California $2.36B AUM 17.42% 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 $110B AUM 4.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $99.1B AUM 124.46% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PA
Perceptive Advisors New York $6.66B AUM 360.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Sowell Financial Services's CLOV Position: Q2 2021 in Review

Sowell Financial Services sold out of Clover Health Investments (CLOV) in Q2 2021, closing a stake of 30 shares.

Sowell Financial Services first reported a position in CLOV in Q3 2020 and held it in 3 quarters. The position peaked at $201K in Q4 2020. 148 funds tracked by Wall St. Rank hold CLOV as of Q2 2021.

  • Sowell Financial Services reported no remaining Clover Health Investments position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 30 Clover Health Investments shares in Q2 2021.
  • Sowell Financial Services first reported a position in Clover Health Investments in Q3 2020 and held it in 3 quarters.
  • Sowell Financial Services's Clover Health Investments position peaked at $201K in Q4 2020.
  • 148 funds tracked by Wall St. Rank held Clover Health Investments as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.