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Schechter Investment Advisors’s Clarivate CLVT Stock Holding History

Schechter 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
2022
Q2 		– Sell
-20,716
Closed -$347K – 964
2022
Q1 		$347K Buy
20,716
+4,479
+28% +$74.2K 0.03% 645
2021
Q4 		$382K Buy
+16,237
New +$376K 0.03% 596

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GIM
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PGH
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FCM
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BlackRock
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CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return
AG
Atairos Group Bryn Mawr, Pennsylvania $1.22B AUM 38.2% 1-Year Est. Return