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BerganKDV Wealth Management’s Clarivate CLVT Stock Holding History

BerganKDV 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
Q2 		– Sell
-45
Closed -$423 – 905
2023
Q1 		$423 Hold
45
– – ﹤0.01% 986
2022
Q4 		$375 Buy
+45
New +$422 ﹤0.01% 977
2022
Q3 		– Sell
-116
Closed -$2K – 976
2022
Q2 		$2K Buy
116
+27
+30% +$404 ﹤0.01% 813
2022
Q1 		$1K Sell
89
-29
-25% -$481 ﹤0.01% 908
2021
Q4 		$3K Sell
118
-150
-56% -$3.47K ﹤0.01% 849
2021
Q3 		$6K Buy
+268
New +$6.52K ﹤0.01% 719

Other funds holding CLVT

LGP
Leonard Green & Partners Los Angeles, California $2.77B AUM 3.28% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
ENV
Exor N.V. Amsterdam, Netherlands $5.38B AUM 6.22% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return
PGH
Partners Group Holding Baar-Zug, Switzerland $1.35B AUM 27.53% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

BerganKDV Wealth Management's CLVT Position: Q2 2023 in Review

BerganKDV Wealth Management sold out of Clarivate (CLVT) in Q2 2023, closing a stake of 45 shares — an estimated $423 sold.

BerganKDV Wealth Management first reported a position in CLVT in Q3 2021 and held it in 6 quarters. The position peaked at $6K in Q3 2021. 269 funds tracked by Wall St. Rank hold CLVT as of Q2 2023.

  • BerganKDV Wealth Management reported no remaining Clarivate position as of Q2 2023 after selling out during the quarter.
  • BerganKDV Wealth Management sold 45 Clarivate shares in Q2 2023, an estimated $423.
  • BerganKDV Wealth Management first reported a position in Clarivate in Q3 2021 and held it in 6 quarters.
  • BerganKDV Wealth Management's Clarivate position peaked at $6K in Q3 2021.
  • 269 funds tracked by Wall St. Rank held Clarivate as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.