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JFS Wealth Advisors’s Clarivate CLVT Stock Holding History

JFS Wealth 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
2026
Q2 		$253 Hold
117
– – ﹤0.01% 2101
2026
Q1 		$297 Buy
117
+1
+0.9% +$3 ﹤0.01% 1803
2025
Q4 		$388 Buy
+116
New +$412 ﹤0.01% 1828
2025
Q3 		– Sell
-190
Closed -$817 – 1913
2025
Q2 		$817 Buy
190
+189
+18,900% +$761 ﹤0.01% 1619
2025
Q1 		$4 Sell
1
-31
-97% -$147 ﹤0.01% 1935
2024
Q4 		$163 Sell
32
-273
-90% -$1.57K ﹤0.01% 1859
2024
Q3 		$2.17K Buy
305
+185
+154% +$1.18K ﹤0.01% 1453
2024
Q2 		$683 Sell
120
-118
-50% -$753 ﹤0.01% 1760
2024
Q1 		$1.77K Buy
238
+111
+87% +$927 ﹤0.01% 1491
2023
Q4 		$1.18K Sell
127
-132
-51% -$975 ﹤0.01% 1609
2023
Q3 		$1.74K Buy
259
+100
+63% +$797 ﹤0.01% 1414
2023
Q2 		$1.52K Sell
159
-4
-2% -$34 ﹤0.01% 1486
2023
Q1 		$1.53K Buy
163
+40
+33% +$412 ﹤0.01% 1458
2022
Q4 		$1.03K Buy
123
+119
+2,975% +$1.12K ﹤0.01% 1593
2022
Q3 		$0 Sell
4
-180
-98% -$2.28K ﹤0.01% 1760
2022
Q2 		$3K Buy
184
+121
+192% +$1.81K ﹤0.01% 1160
2022
Q1 		$1K Buy
63
+52
+473% +$862 ﹤0.01% 1601
2021
Q4 		$0 Buy
+11
New +$255 ﹤0.01% 1733

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $7.59B AUM 23.44% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

JFS Wealth Advisors's CLVT Position: Q2 2026 in Review

JFS Wealth Advisors held its Clarivate (CLVT) position steady in Q2 2026 at 117 shares worth $253. The position accounts for ﹤0.01% of the portfolio, ranked #2101.

JFS Wealth Advisors first reported a position in CLVT in Q4 2021 and has held it in 18 quarters since. The position peaked at $3K in Q2 2022. 242 funds tracked by Wall St. Rank hold CLVT as of Q2 2026.

  • JFS Wealth Advisors held 117 shares of Clarivate worth $253 as of Q2 2026.
  • JFS Wealth Advisors left its Clarivate share count unchanged in Q2 2026.
  • Clarivate made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #2101 holding.
  • JFS Wealth Advisors first reported a position in Clarivate in Q4 2021 and has held it in 18 quarters since.
  • JFS Wealth Advisors's Clarivate position peaked at $3K in Q2 2022.
  • 242 funds tracked by Wall St. Rank held Clarivate as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.