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Valeo Financial Advisors’s Clover Health Investments CLOV Stock Holding History

Valeo Financial 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
-18,300
Closed -$138K – 750
2021
Q1 		$138K Buy
18,300
+6,100
+50% +$68.8K 0.01% 531
2020
Q4 		$205K Buy
+12,200
New +$136K 0.01% 419

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

Valeo Financial Advisors's CLOV Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Clover Health Investments (CLOV) in Q2 2021, closing a stake of 18,300 shares — an estimated $138K sold.

Valeo Financial Advisors first reported a position in CLOV in Q4 2020 and held it in 2 quarters. The position peaked at $205K in Q4 2020. 147 funds tracked by Wall St. Rank hold CLOV as of Q2 2021.

  • Valeo Financial Advisors reported no remaining Clover Health Investments position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 18,300 Clover Health Investments shares in Q2 2021, an estimated $138K.
  • Valeo Financial Advisors first reported a position in Clover Health Investments in Q4 2020 and held it in 2 quarters.
  • Valeo Financial Advisors's Clover Health Investments position peaked at $205K in Q4 2020.
  • 147 funds tracked by Wall St. Rank held Clover Health Investments as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.