First Trust Direct Indexing’s Clarivate CLVT Stock Holding History

First Trust Direct Indexing’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
2022 Q2	–	Sell	-18,071	Closed	-$303K	–	650
2022 Q1	$303K	Sell	18,071 -277	-2%	-$4.59K	0.04%	504
2021 Q4	$432K	Buy	+18,348	New	+$425K	0.06%	388

Other funds holding CLVT

LGP

Leonard Green & Partners Los Angeles, California $962M AUM 35.11% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

PGH

Partners Group Holding Baar-Zug, Switzerland $1.47B AUM 8.59% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Atairos Group Bryn Mawr, Pennsylvania $1.76B AUM 16.47% 1-Year Est. Return

First Trust Direct Indexing's CLVT Position: Q2 2022 in Review

First Trust Direct Indexing sold out of Clarivate (CLVT) in Q2 2022, closing a stake of 18,071 shares — an estimated $303K sold.

First Trust Direct Indexing first reported a position in CLVT in Q4 2021 and held it in 2 quarters. The position peaked at $432K in Q4 2021. 283 funds tracked by Wall St. Rank hold CLVT as of Q2 2022.

First Trust Direct Indexing reported no remaining Clarivate position as of Q2 2022 after selling out during the quarter.
First Trust Direct Indexing sold 18,071 Clarivate shares in Q2 2022, an estimated $303K.
First Trust Direct Indexing first reported a position in Clarivate in Q4 2021 and held it in 2 quarters.
First Trust Direct Indexing's Clarivate position peaked at $432K in Q4 2021.
283 funds tracked by Wall St. Rank held Clarivate as of Q2 2022.

Based on First Trust Direct Indexing's 13F filing for Q2 2022, filed 18 Jul 2022.