AF
CLVT icon

Allworth Financial’s Clarivate CLVT Stock Holding History

Allworth Financial’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
Q1 		$48.2K Buy
19,035
+17,404
+1,067% +$44.6K ﹤0.01% 2356
2025
Q4 		$5.45K Buy
1,631
+511
+46% +$1.82K ﹤0.01% 3655
2025
Q3 		$4.29K Buy
1,120
+118
+12% +$496 ﹤0.01% 3639
2025
Q2 		$4.31K Sell
1,002
-95
-9% -$383 ﹤0.01% 3340
2025
Q1 		$3.84K Sell
1,097
-1,886
-63% -$8.93K ﹤0.01% 2904
2024
Q4 		$16.2K Sell
2,983
-195
-6% -$1.12K ﹤0.01% 2220
2024
Q3 		$22.6K Sell
3,178
-385
-11% -$2.46K ﹤0.01% 1830
2024
Q2 		$23.5K Buy
3,563
+3,527
+9,797% +$22.5K ﹤0.01% 1784
2024
Q1 		$268 Sell
36
-37
-51% -$309 ﹤0.01% 3413
2023
Q4 		$677 Sell
73
-2,232
-97% -$16.5K ﹤0.01% 3061
2023
Q3 		$15.5K Buy
2,305
+2,235
+3,193% +$17.8K ﹤0.01% 1679
2023
Q2 		$668 Sell
70
-1,764
-96% -$15K ﹤0.01% 2837
2023
Q1 		$17.2K Sell
1,834
-81
-4% -$835 ﹤0.01% 1547
2022
Q4 		$16K Buy
1,915
+1,868
+3,974% +$17.5K ﹤0.01% 1486
2022
Q3 		$0 Buy
+47
New +$595 ﹤0.01% 2712

Other funds holding CLVT

LGP
Leonard Green & Partners Los Angeles, California $2.77B AUM 3.28% 1-Year Est. Return
ENV
Exor N.V. Amsterdam, Netherlands $5.38B AUM 6.22% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
PGH
Partners Group Holding Baar-Zug, Switzerland $1.35B AUM 27.53% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.66B AUM 6.69% 1-Year Est. Return