Elevation Wealth Partners’s Clarivate CLVT Stock Holding History

Elevation Wealth Partners’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 Q2	–	Sell	-3,421	Closed	-$8.66K	–	1315
2026 Q1	$8.66K	Buy	+3,421	New	+$8.76K	﹤0.01%	549

Other funds holding CLVT

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Allied Private Wealth Boca Raton, Florida $156M AUM

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return