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Realta Investment Advisors’s Clarivate CLVT Stock Holding History

Realta Investment 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
2023
Q2 		– Sell
-10,435
Closed -$98K – 831
2023
Q1 		$98K Sell
10,435
-187
-2% -$1.93K 0.02% 413
2022
Q4 		$88.6K Sell
10,622
-43
-0.4% -$404 0.02% 497
2022
Q3 		$100K Hold
10,665
– – 0.03% 450
2022
Q2 		$149K Buy
10,665
+300
+3% +$4.49K 0.04% 368
2022
Q1 		$174K Buy
10,365
+563
+6% +$9.33K 0.03% 405
2021
Q4 		$231K Sell
9,802
-2,694
-22% -$62.4K 0.05% 369
2021
Q3 		$274K Buy
12,496
+1,324
+12% +$32.2K 0.06% 317
2021
Q2 		$308K Buy
11,172
+2,303
+26% +$63.3K 0.07% 282
2021
Q1 		$234K Buy
+8,869
New +$243K 0.06% 322

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
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
GCM
Glenview Capital Management New York $5.49B AUM 46.89% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Realta Investment Advisors's CLVT Position: Q2 2023 in Review

Realta Investment Advisors sold out of Clarivate (CLVT) in Q2 2023, closing a stake of 10,435 shares — an estimated $98K sold.

Realta Investment Advisors first reported a position in CLVT in Q1 2021 and held it in 9 quarters. The position peaked at $308K in Q2 2021. 269 funds tracked by Wall St. Rank hold CLVT as of Q2 2023.

  • Realta Investment Advisors reported no remaining Clarivate position as of Q2 2023 after selling out during the quarter.
  • Realta Investment Advisors sold 10,435 Clarivate shares in Q2 2023, an estimated $98K.
  • Realta Investment Advisors first reported a position in Clarivate in Q1 2021 and held it in 9 quarters.
  • Realta Investment Advisors's Clarivate position peaked at $308K in Q2 2021.
  • 269 funds tracked by Wall St. Rank held Clarivate as of Q2 2023.

Based on Realta Investment Advisors's 13F filing for Q2 2023, filed 9 Aug 2023.