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Next Financial Group’s Clarivate CLVT Stock Holding History

Next Financial Group’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
2021
Q4 		$38K Buy
1,615
+928
+135% +$21.5K ﹤0.01% 1590
2021
Q3 		$15K Sell
687
-2,108
-75% -$51.3K ﹤0.01% 1893
2021
Q2 		$77K Buy
2,795
+2,603
+1,356% +$71.5K 0.01% 1224
2021
Q1 		$5K Buy
192
+10
+5% +$274 ﹤0.01% 2083
2020
Q4 		$5K Buy
182
+30
+20% +$886 ﹤0.01% 1963
2020
Q3 		$5K Buy
+152
New +$4.11K ﹤0.01% 1824

Other funds holding CLVT

LGP
Leonard Green & Partners Los Angeles, California $2.77B AUM 3.28% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
PGH
Partners Group Holding Baar-Zug, Switzerland $1.35B AUM 27.53% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AG
Atairos Group Bryn Mawr, Pennsylvania $1.22B AUM 38.2% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Next Financial Group's CLVT Position: Q4 2021 in Review

Next Financial Group increased its Clarivate (CLVT) stake by 135% in Q4 2021, buying an estimated $21.5K and bringing the position to 1,615 shares worth $38K. The position accounts for ﹤0.01% of the portfolio, ranked #1590.

Next Financial Group first reported a position in CLVT in Q3 2020 and has held it in 6 quarters since. The position peaked at $77K in Q2 2021. 290 funds tracked by Wall St. Rank hold CLVT as of Q4 2021.

  • Next Financial Group held 1,615 shares of Clarivate worth $38K as of Q4 2021.
  • Next Financial Group bought 928 Clarivate shares in Q4 2021, an estimated $21.5K.
  • Clarivate made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1590 holding.
  • Next Financial Group first reported a position in Clarivate in Q3 2020 and has held it in 6 quarters since.
  • Next Financial Group's Clarivate position peaked at $77K in Q2 2021.
  • 290 funds tracked by Wall St. Rank held Clarivate as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.