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Baker Tilly Wealth Management’s Clarivate CLVT Stock Holding History

Baker Tilly Wealth Management’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
2023
Q1 		– Sell
-28,487
Closed -$238K – 552
2022
Q4 		$238K Buy
+28,487
New +$267K 0.03% 482

Other funds holding CLVT

LGP
Leonard Green & Partners Los Angeles, California $962M AUM 35.11% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
ENV
Exor N.V. Amsterdam, Netherlands $5.46B AUM 6.21% 1-Year Est. Return
PGH
Partners Group Holding Baar-Zug, Switzerland $1.47B AUM 8.59% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return
BC
Brahman Capital New York $275M AUM 18.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Baker Tilly Wealth Management's CLVT Position: Q1 2023 in Review

Baker Tilly Wealth Management sold out of Clarivate (CLVT) in Q1 2023, closing a stake of 28,487 shares — an estimated $238K sold.

Baker Tilly Wealth Management first reported a position in CLVT in Q4 2022 and held it in 1 quarter. The position peaked at $238K in Q4 2022. 294 funds tracked by Wall St. Rank hold CLVT as of Q1 2023.

  • Baker Tilly Wealth Management reported no remaining Clarivate position as of Q1 2023 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 28,487 Clarivate shares in Q1 2023, an estimated $238K.
  • Baker Tilly Wealth Management first reported a position in Clarivate in Q4 2022 and held it in 1 quarter.
  • Baker Tilly Wealth Management's Clarivate position peaked at $238K in Q4 2022.
  • 294 funds tracked by Wall St. Rank held Clarivate as of Q1 2023.

Based on Baker Tilly Wealth Management's 13F filing for Q1 2023, filed 12 Apr 2023.