Cetera Investment Advisers
CLVT icon

Cetera Investment Advisers’s Clarivate CLVT Stock Holding History

Cetera Investment Advisers’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 		$71.8K Buy
28,382
+2,450
+9% +$6.27K ﹤0.01% 4524
2025
Q4 		$86.6K Sell
25,932
-1,010
-4% -$3.59K ﹤0.01% 4434
2025
Q3 		$103K Buy
26,942
+908
+3% +$3.81K ﹤0.01% 4317
2025
Q2 		$112K Buy
26,034
+2,617
+11% +$10.5K ﹤0.01% 3868
2025
Q1 		$92K Sell
23,417
-1,472
-6% -$6.97K ﹤0.01% 3790
2024
Q4 		$126K Sell
24,889
-784
-3% -$4.51K ﹤0.01% 3532
2024
Q3 		$182K Buy
25,673
+5,512
+27% +$35.1K ﹤0.01% 3416
2024
Q2 		$115K Buy
20,161
+4,769
+31% +$30.4K ﹤0.01% 3490
2024
Q1 		$114K Buy
+15,392
New +$129K ﹤0.01% 3476
2022
Q3 		– Sell
-18,002
Closed -$250K – 1762
2022
Q2 		$250K Buy
18,002
+1,476
+9% +$22.1K ﹤0.01% 1542
2022
Q1 		$277K Sell
16,526
-1,559
-9% -$25.8K ﹤0.01% 1523
2021
Q4 		$425K Buy
18,085
+2,622
+17% +$60.7K 0.01% 1281
2021
Q3 		$339K Buy
15,463
+728
+5% +$17.7K 0.01% 1359
2021
Q2 		$406K Buy
+14,735
New +$405K 0.01% 1238

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