JWCA
CLVT icon

J.W. Cole Advisors’s Clarivate CLVT Stock Holding History

J.W. Cole 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
2025
Q1 		– Sell
-10,226
Closed -$51.9K – 1267
2024
Q4 		$51.9K Hold
10,226
– – ﹤0.01% 943
2024
Q3 		$72.6K Hold
10,226
– – ﹤0.01% 926
2024
Q2 		$58.2K Hold
10,226
– – ﹤0.01% 883
2024
Q1 		$76K Buy
+10,226
New +$85.4K ﹤0.01% 867

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
AG
Atairos Group Bryn Mawr, Pennsylvania $1.76B AUM 16.47% 1-Year Est. Return

J.W. Cole Advisors's CLVT Position: Q1 2025 in Review

J.W. Cole Advisors sold out of Clarivate (CLVT) in Q1 2025, closing a stake of 10,226 shares — an estimated $51.9K sold.

J.W. Cole Advisors first reported a position in CLVT in Q1 2024 and held it in 4 quarters. The position peaked at $76K in Q1 2024. 214 funds tracked by Wall St. Rank hold CLVT as of Q1 2025.

  • J.W. Cole Advisors reported no remaining Clarivate position as of Q1 2025 after selling out during the quarter.
  • J.W. Cole Advisors sold 10,226 Clarivate shares in Q1 2025, an estimated $51.9K.
  • J.W. Cole Advisors first reported a position in Clarivate in Q1 2024 and held it in 4 quarters.
  • J.W. Cole Advisors's Clarivate position peaked at $76K in Q1 2024.
  • 214 funds tracked by Wall St. Rank held Clarivate as of Q1 2025.

Based on J.W. Cole Advisors's 13F filing for Q1 2025, filed 5 May 2025.