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

Leonard Green & Partners Los Angeles, California $2.77B AUM 3.28% 1-Year Est. Return

Exor N.V. Amsterdam, Netherlands $5.38B AUM 6.22% 1-Year Est. Return

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return

Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Partners Group Holding Baar-Zug, Switzerland $1.35B AUM 27.53% 1-Year Est. Return

Glenview Capital Management New York $3.69B AUM 20.52% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return