IFWM
CLVT icon

Institute for Wealth Management’s Clarivate CLVT Stock Holding History

Institute for Wealth Management’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
2024
Q4 		– Sell
-22,455
Closed -$159K – 520
2024
Q3 		$159K Buy
+22,455
New +$143K 0.02% 531

Other funds holding CLVT

LGP
Leonard Green & Partners Los Angeles, California $962M AUM 35.11% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
ENV
Exor N.V. Amsterdam, Netherlands $5.46B AUM 6.21% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.42B AUM 22.93% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
PGH
Partners Group Holding Baar-Zug, Switzerland $1.47B AUM 8.59% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GCM
Glenview Capital Management New York $5.49B AUM 46.89% 1-Year Est. Return

Institute for Wealth Management's CLVT Position: Q4 2024 in Review

Institute for Wealth Management sold out of Clarivate (CLVT) in Q4 2024, closing a stake of 22,455 shares — an estimated $159K sold.

Institute for Wealth Management first reported a position in CLVT in Q3 2024 and held it in 1 quarter. The position peaked at $159K in Q3 2024. 192 funds tracked by Wall St. Rank hold CLVT as of Q4 2024.

  • Institute for Wealth Management reported no remaining Clarivate position as of Q4 2024 after selling out during the quarter.
  • Institute for Wealth Management sold 22,455 Clarivate shares in Q4 2024, an estimated $159K.
  • Institute for Wealth Management first reported a position in Clarivate in Q3 2024 and held it in 1 quarter.
  • Institute for Wealth Management's Clarivate position peaked at $159K in Q3 2024.
  • 192 funds tracked by Wall St. Rank held Clarivate as of Q4 2024.

Based on Institute for Wealth Management's 13F filing for Q4 2024, filed 23 Jan 2025.