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TCI Wealth Advisors’s Clover Health Investments CLOV Stock Holding History

TCI 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
2022
Q4 		– Sell
-1,392
Closed -$2K – 2519
2022
Q3 		$2K Hold
1,392
– – ﹤0.01% 1906
2022
Q2 		$3K Buy
+1,392
New +$3.7K ﹤0.01% 1762
2021
Q4 		– Sell
-550
Closed -$4K – 2325
2021
Q3 		$4K Hold
550
– – ﹤0.01% 1716
2021
Q2 		$7K Buy
+550
New +$5.4K ﹤0.01% 1188

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

TCI Wealth Advisors's CLOV Position: Q4 2022 in Review

TCI Wealth Advisors sold out of Clover Health Investments (CLOV) in Q4 2022, closing a stake of 1,392 shares — an estimated $2K sold.

TCI Wealth Advisors first reported a position in CLOV in Q2 2021 and held it in 4 quarters. The position peaked at $7K in Q2 2021. 175 funds tracked by Wall St. Rank hold CLOV as of Q4 2022.

  • TCI Wealth Advisors reported no remaining Clover Health Investments position as of Q4 2022 after selling out during the quarter.
  • TCI Wealth Advisors sold 1,392 Clover Health Investments shares in Q4 2022, an estimated $2K.
  • TCI Wealth Advisors first reported a position in Clover Health Investments in Q2 2021 and held it in 4 quarters.
  • TCI Wealth Advisors's Clover Health Investments position peaked at $7K in Q2 2021.
  • 175 funds tracked by Wall St. Rank held Clover Health Investments as of Q4 2022.

Based on TCI Wealth Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.