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Castle Wealth Management’s Clarivate CLVT Stock Holding History

Castle 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
2022
Q3 		– Sell
-145
Closed -$2K – 680
2022
Q2 		$2K Buy
+145
New +$2.17K ﹤0.01% 561

Other funds holding CLVT

LGP
Leonard Green & Partners Los Angeles, California $962M AUM 35.11% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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
AG
Atairos Group Bryn Mawr, Pennsylvania $1.76B AUM 16.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Castle Wealth Management's CLVT Position: Q3 2022 in Review

Castle Wealth Management sold out of Clarivate (CLVT) in Q3 2022, closing a stake of 145 shares — an estimated $2K sold.

Castle Wealth Management first reported a position in CLVT in Q2 2022 and held it in 1 quarter. The position peaked at $2K in Q2 2022. 286 funds tracked by Wall St. Rank hold CLVT as of Q3 2022.

  • Castle Wealth Management reported no remaining Clarivate position as of Q3 2022 after selling out during the quarter.
  • Castle Wealth Management sold 145 Clarivate shares in Q3 2022, an estimated $2K.
  • Castle Wealth Management first reported a position in Clarivate in Q2 2022 and held it in 1 quarter.
  • Castle Wealth Management's Clarivate position peaked at $2K in Q2 2022.
  • 286 funds tracked by Wall St. Rank held Clarivate as of Q3 2022.

Based on Castle Wealth Management's 13F filing for Q3 2022, filed 7 Nov 2022.