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Glassman Wealth Services’s Clarivate CLVT Stock Holding History

Glassman Wealth Services’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
2023
Q4 		– Sell
-213
Closed -$1.43K – 1993
2023
Q3 		$1.43K Buy
213
+19
+10% +$151 ﹤0.01% 1441
2023
Q2 		$1.85K Sell
194
-83
-30% -$704 ﹤0.01% 1276
2023
Q1 		$2.6K Sell
277
-83
-23% -$855 ﹤0.01% 1168
2022
Q4 		$3K Buy
360
+323
+873% +$3.03K ﹤0.01% 1159
2022
Q3 		$0 Buy
37
+22
+147% +$278 ﹤0.01% 1705
2022
Q2 		$0 Buy
+15
New +$224 ﹤0.01% 1717
2022
Q1 		– Sell
-40
Closed -$1K – 1679
2021
Q4 		$1K Buy
40
+30
+300% +$695 ﹤0.01% 1334
2021
Q3 		$0 Buy
+10
New +$243 ﹤0.01% 1616

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
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
BG
Baupost Group Boston, Massachusetts $5.42B AUM 22.93% 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

Glassman Wealth Services's CLVT Position: Q4 2023 in Review

Glassman Wealth Services sold out of Clarivate (CLVT) in Q4 2023, closing a stake of 213 shares — an estimated $1.43K sold.

Glassman Wealth Services first reported a position in CLVT in Q3 2021 and held it in 8 quarters. The position peaked at $3K in Q4 2022. 217 funds tracked by Wall St. Rank hold CLVT as of Q4 2023.

  • Glassman Wealth Services reported no remaining Clarivate position as of Q4 2023 after selling out during the quarter.
  • Glassman Wealth Services sold 213 Clarivate shares in Q4 2023, an estimated $1.43K.
  • Glassman Wealth Services first reported a position in Clarivate in Q3 2021 and held it in 8 quarters.
  • Glassman Wealth Services's Clarivate position peaked at $3K in Q4 2022.
  • 217 funds tracked by Wall St. Rank held Clarivate as of Q4 2023.

Based on Glassman Wealth Services's 13F filing for Q4 2023, filed 12 Feb 2024.