Wagner Wealth Management (South Carolina)’s Clover Health Investments CLOV Stock Holding History

Wagner Wealth Management (South Carolina)’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	-3,000	Closed	-$5K	–	320
2022 Q3	$5K	Hold	3,000	–	–	﹤0.01%	510
2022 Q2	$6K	Buy	+3,000	New	+$7.97K	﹤0.01%	500
2022 Q1	–	Sell	-3,000	Closed	-$11K	–	288
2021 Q4	$11K	Hold	3,000	–	–	0.01%	476
2021 Q3	$23K	Buy	+3,000	New	+$25.7K	0.02%	352

Other funds holding CLOV

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

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

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

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s CLOV Position: Q4 2022 in Review

Wagner Wealth Management (South Carolina) sold out of Clover Health Investments (CLOV) in Q4 2022, closing a stake of 3,000 shares — an estimated $5K sold.

Wagner Wealth Management (South Carolina) first reported a position in CLOV in Q3 2021 and held it in 4 quarters. The position peaked at $23K in Q3 2021. 175 funds tracked by Wall St. Rank hold CLOV as of Q4 2022.

Wagner Wealth Management (South Carolina) reported no remaining Clover Health Investments position as of Q4 2022 after selling out during the quarter.
Wagner Wealth Management (South Carolina) sold 3,000 Clover Health Investments shares in Q4 2022, an estimated $5K.
Wagner Wealth Management (South Carolina) first reported a position in Clover Health Investments in Q3 2021 and held it in 4 quarters.
Wagner Wealth Management (South Carolina)'s Clover Health Investments position peaked at $23K in Q3 2021.
175 funds tracked by Wall St. Rank held Clover Health Investments as of Q4 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q4 2022, filed 14 Feb 2023.