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WMS Partners’s Clover Health Investments CLOV Stock Holding History

WMS Partners’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
-12,000
Closed -$20K – 277
2022
Q3 		$20K Hold
12,000
– – ﹤0.01% 254
2022
Q2 		$26K Hold
12,000
– – ﹤0.01% 253
2022
Q1 		$43K Buy
+12,000
New +$34.8K 0.01% 262

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Baillie Gifford & Co
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Jane Street
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Charles Schwab
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WMS Partners's CLOV Position: Q4 2022 in Review

WMS Partners sold out of Clover Health Investments (CLOV) in Q4 2022, closing a stake of 12,000 shares — an estimated $20K sold.

WMS Partners first reported a position in CLOV in Q1 2022 and held it in 3 quarters. The position peaked at $43K in Q1 2022. 175 funds tracked by Wall St. Rank hold CLOV as of Q4 2022.

  • WMS Partners reported no remaining Clover Health Investments position as of Q4 2022 after selling out during the quarter.
  • WMS Partners sold 12,000 Clover Health Investments shares in Q4 2022, an estimated $20K.
  • WMS Partners first reported a position in Clover Health Investments in Q1 2022 and held it in 3 quarters.
  • WMS Partners's Clover Health Investments position peaked at $43K in Q1 2022.
  • 175 funds tracked by Wall St. Rank held Clover Health Investments as of Q4 2022.

Based on WMS Partners's 13F filing for Q4 2022, filed 7 Feb 2023.