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CWS Financial Advisors’s Clarivate CLVT Stock Holding History

CWS Financial Advisors’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
2024
Q1 		– Sell
-12,827
Closed -$119K – 116
2023
Q4 		$119K Buy
12,827
+3,554
+38% +$26.3K 0.04% 143
2023
Q3 		$62.2K Sell
9,273
-2,703
-23% -$21.5K 0.02% 172
2023
Q2 		$114K Sell
11,976
-5
-0% -$42 0.04% 148
2023
Q1 		$113K Buy
+11,981
New +$123K 0.04% 140
2022
Q4 		– Sell
-11,132
Closed -$105K – 144
2022
Q3 		$105K Sell
11,132
-66
-0.6% -$835 0.05% 134
2022
Q2 		$155K Hold
11,198
– – 0.07% 142
2022
Q1 		$188K Buy
+11,198
New +$186K 0.07% 150

Other funds holding CLVT

LGP
Leonard Green & Partners Los Angeles, California $962M AUM 35.11% 1-Year Est. Return
ENV
Exor N.V. Amsterdam, Netherlands $5.46B AUM 6.21% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.42B AUM 22.93% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
PGH
Partners Group Holding Baar-Zug, Switzerland $1.47B AUM 8.59% 1-Year Est. Return
GCM
Glenview Capital Management New York $5.49B AUM 46.89% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

CWS Financial Advisors's CLVT Position: Q1 2024 in Review

CWS Financial Advisors sold out of Clarivate (CLVT) in Q1 2024, closing a stake of 12,827 shares — an estimated $119K sold.

CWS Financial Advisors first reported a position in CLVT in Q1 2022 and held it in 7 quarters. The position peaked at $188K in Q1 2022. 205 funds tracked by Wall St. Rank hold CLVT as of Q1 2024.

  • CWS Financial Advisors reported no remaining Clarivate position as of Q1 2024 after selling out during the quarter.
  • CWS Financial Advisors sold 12,827 Clarivate shares in Q1 2024, an estimated $119K.
  • CWS Financial Advisors first reported a position in Clarivate in Q1 2022 and held it in 7 quarters.
  • CWS Financial Advisors's Clarivate position peaked at $188K in Q1 2022.
  • 205 funds tracked by Wall St. Rank held Clarivate as of Q1 2024.

Based on CWS Financial Advisors's 13F filing for Q1 2024, filed 1 May 2024.