EWA
CLVT icon

EverSource Wealth Advisors’s Clarivate CLVT Stock Holding History

EverSource Wealth 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
2026
Q1 		$4.15K Buy
1,639
+1,184
+260% +$3.03K ﹤0.01% 3346
2025
Q4 		$1.52K Buy
455
+20
+5% +$71 ﹤0.01% 3590
2025
Q3 		$1.67K Buy
435
+310
+248% +$1.3K ﹤0.01% 3571
2025
Q2 		$537 Buy
+125
New +$503 ﹤0.01% 3879
2024
Q2 		– Sell
-63
Closed -$426 – 3076
2024
Q1 		$426 Sell
63
-339
-84% -$2.83K ﹤0.01% 2755
2023
Q4 		$3.72K Buy
402
+229
+132% +$1.69K ﹤0.01% 1973
2023
Q3 		$1.16K Sell
173
-68
-28% -$542 ﹤0.01% 2156
2023
Q2 		$2.3K Sell
241
-308
-56% -$2.61K ﹤0.01% 1987
2023
Q1 		$5.16K Hold
549
– – ﹤0.01% 1635
2022
Q4 		$4.58K Buy
+549
New +$5.15K ﹤0.01% 1646

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