GWS
CTEV

Glassman Wealth Services’s Claritev Corp CTEV Stock Holding History

Glassman Wealth Services’s Portfolio CTEV Stock Details CTEV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-10
Closed -$452 – 2013
2022
Q4 		$452 Buy
+10
New +$798 ﹤0.01% 1650

Other funds holding CTEV

HFCIV
H&F Corporate Investors VIII San Francisco, California $63.5M AUM 20.79% 1-Year Est. Return
PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return
LGP
Leonard Green & Partners Los Angeles, California $2.77B AUM 3.28% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CP
CPV Partners Stamford, Connecticut $224M AUM 77.2% 1-Year Est. Return
BPCM
Beach Point Capital Management Santa Monica, California $254M AUM 16.78% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return

Glassman Wealth Services's CTEV Position: Q1 2023 in Review

Glassman Wealth Services sold out of Claritev Corp (CTEV) in Q1 2023, closing a stake of 10 shares — an estimated $452 sold.

Glassman Wealth Services first reported a position in CTEV in Q4 2022 and held it in 1 quarter. The position peaked at $452 in Q4 2022. 119 funds tracked by Wall St. Rank hold CTEV as of Q1 2023.

  • Glassman Wealth Services reported no remaining Claritev Corp position as of Q1 2023 after selling out during the quarter.
  • Glassman Wealth Services sold 10 Claritev Corp shares in Q1 2023, an estimated $452.
  • Glassman Wealth Services first reported a position in Claritev Corp in Q4 2022 and held it in 1 quarter.
  • Glassman Wealth Services's Claritev Corp position peaked at $452 in Q4 2022.
  • 119 funds tracked by Wall St. Rank held Claritev Corp as of Q1 2023.

Based on Glassman Wealth Services's 13F filing for Q1 2023, filed 4 May 2023.