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Affinity Capital Advisors’s Clarivate CLVT Stock Holding History

Affinity Capital Advisors’s Portfolio CLVT Stock Details CLVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-16,031
Closed -$40.6K – 205
2026
Q1 		$40.6K Buy
+16,031
New +$41K 0.01% 178

Other funds holding CLVT

RFG
Range Financial Group Tigard, Oregon $366M AUM 76.17% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Affinity Capital Advisors's CLVT Position: Q2 2026 in Review

Affinity Capital Advisors sold out of Clarivate (CLVT) in Q2 2026, closing a stake of 16,031 shares — an estimated $40.6K sold.

Affinity Capital Advisors first reported a position in CLVT in Q1 2026 and held it in 1 quarter. The position peaked at $40.6K in Q1 2026. 16 funds tracked by Wall St. Rank hold CLVT as of Q2 2026.

  • Affinity Capital Advisors reported no remaining Clarivate position as of Q2 2026 after selling out during the quarter.
  • Affinity Capital Advisors sold 16,031 Clarivate shares in Q2 2026, an estimated $40.6K.
  • Affinity Capital Advisors first reported a position in Clarivate in Q1 2026 and held it in 1 quarter.
  • Affinity Capital Advisors's Clarivate position peaked at $40.6K in Q1 2026.
  • 16 funds tracked by Wall St. Rank held Clarivate as of Q2 2026.

Based on Affinity Capital Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.