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Wealth Enhancement Advisory Services’s
Clover Health Investments
CLOV
Stock Holding History
Wealth Enhancement Advisory 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
2026
Q1
–
Sell
-109,033
Closed
-$282K
–
3634
2025
Q4
$282K
Sell
109,033
-3,159
-3%
-$8.63K
﹤0.01%
2978
2025
Q3
$303K
Buy
112,192
+7,520
+7%
+$21.5K
﹤0.01%
2785
2025
Q2
$268K
Buy
104,672
+2,228
+2%
+$7.33K
﹤0.01%
2731
2025
Q1
$368K
Sell
102,444
-15,744
-13%
-$63.2K
﹤0.01%
2281
2024
Q4
$372K
Buy
118,188
+32
+0%
+$114
﹤0.01%
2205
2024
Q3
$333K
Buy
118,156
+20,044
+20%
+$45.9K
﹤0.01%
2098
2024
Q2
$121K
Buy
98,112
+34,647
+55%
+$31.1K
﹤0.01%
2383
2024
Q1
$50.4K
Buy
63,465
+135
+0.2%
+$123
﹤0.01%
2343
2023
Q4
$60.3K
Buy
63,330
+84
+0.1%
+$82
﹤0.01%
2208
2023
Q3
$68.3K
Buy
+63,246
New
+$75.2K
﹤0.01%
2136
Other funds holding CLOV
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
PNC Financial Services Group
Pittsburgh, Pennsylvania
$173B AUM
20.72%
1-Year Est. Return
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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