Texas Capital Bank Wealth Management Services’s Clover Health Investments CLOV Stock Holding History

Texas Capital Bank Wealth Management 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
2023 Q3	–	Sell	-30,000	Closed	-$26.9K	–	215
2023 Q2	$26.9K	Hold	30,000	–	–	﹤0.01%	225
2023 Q1	$25.4K	Hold	30,000	–	–	﹤0.01%	187
2022 Q4	$27.9K	Hold	30,000	–	–	﹤0.01%	170
2022 Q3	$51K	Hold	30,000	–	–	0.01%	145
2022 Q2	$64K	Hold	30,000	–	–	0.01%	143
2022 Q1	$107K	Hold	30,000	–	–	0.01%	170
2021 Q4	$112K	Buy	+30,000	New	+$184K	0.01%	156

Other funds holding CLOV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JAM

Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Texas Capital Bank Wealth Management Services's CLOV Position: Q3 2023 in Review

Texas Capital Bank Wealth Management Services sold out of Clover Health Investments (CLOV) in Q3 2023, closing a stake of 30,000 shares — an estimated $26.9K sold.

Texas Capital Bank Wealth Management Services first reported a position in CLOV in Q4 2021 and held it in 7 quarters. The position peaked at $112K in Q4 2021. 143 funds tracked by Wall St. Rank hold CLOV as of Q3 2023.

Texas Capital Bank Wealth Management Services reported no remaining Clover Health Investments position as of Q3 2023 after selling out during the quarter.
Texas Capital Bank Wealth Management Services sold 30,000 Clover Health Investments shares in Q3 2023, an estimated $26.9K.
Texas Capital Bank Wealth Management Services first reported a position in Clover Health Investments in Q4 2021 and held it in 7 quarters.
Texas Capital Bank Wealth Management Services's Clover Health Investments position peaked at $112K in Q4 2021.
143 funds tracked by Wall St. Rank held Clover Health Investments as of Q3 2023.

Based on Texas Capital Bank Wealth Management Services's 13F filing for Q3 2023, filed 14 Nov 2023.