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Spire Wealth Management’s Clarivate CLVT Stock Holding History

Spire Wealth Management’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
Q1 		– Sell
-1,920
Closed -$6.41K – 2285
2025
Q4 		$6.41K Sell
1,920
-720
-27% -$2.56K ﹤0.01% 1853
2025
Q3 		$10.1K Buy
2,640
+1,925
+269% +$8.09K ﹤0.01% 1745
2025
Q2 		$3.08K Sell
715
-2,815
-80% -$11.3K ﹤0.01% 2082
2025
Q1 		$13.9K Sell
3,530
-3,677
-51% -$17.4K ﹤0.01% 1730
2024
Q4 		$36.6K Buy
7,207
+1,800
+33% +$10.4K ﹤0.01% 1413
2024
Q3 		$38.4K Sell
5,407
-117
-2% -$746 ﹤0.01% 1212
2024
Q2 		$31.4K Buy
+5,524
New +$35.2K ﹤0.01% 1272
2024
Q1 		– Sell
-1,473
Closed -$13.6K – 2321
2023
Q4 		$13.6K Buy
1,473
+19
+1% +$140 ﹤0.01% 1654
2023
Q3 		$9.76K Buy
1,454
+601
+70% +$4.79K ﹤0.01% 1738
2023
Q2 		$8.13K Buy
853
+524
+159% +$4.44K ﹤0.01% 1876
2023
Q1 		$3.09K Buy
+329
New +$3.39K ﹤0.01% 2157
2022
Q3 		– Sell
-224
Closed -$3K – 2240
2022
Q2 		$3K Sell
224
-287
-56% -$4.29K ﹤0.01% 2250
2022
Q1 		$9K Sell
511
-108
-17% -$1.79K ﹤0.01% 2058
2021
Q4 		$15K Buy
619
+346
+127% +$8.01K ﹤0.01% 2219
2021
Q3 		$6K Hold
273
– – ﹤0.01% 2228
2021
Q2 		$8K Sell
273
-130
-32% -$3.57K ﹤0.01% 2185
2021
Q1 		$10K Buy
+403
New +$11K ﹤0.01% 2405

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
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
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $7.59B AUM 23.44% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.57B AUM 9.46% 1-Year Est. Return

Spire Wealth Management's CLVT Position: Q1 2026 in Review

Spire Wealth Management sold out of Clarivate (CLVT) in Q1 2026, closing a stake of 1,920 shares — an estimated $6.41K sold.

Spire Wealth Management first reported a position in CLVT in Q1 2021 and held it in 17 quarters. The position peaked at $38.4K in Q3 2024. 256 funds tracked by Wall St. Rank hold CLVT as of Q1 2026.

  • Spire Wealth Management reported no remaining Clarivate position as of Q1 2026 after selling out during the quarter.
  • Spire Wealth Management sold 1,920 Clarivate shares in Q1 2026, an estimated $6.41K.
  • Spire Wealth Management first reported a position in Clarivate in Q1 2021 and held it in 17 quarters.
  • Spire Wealth Management's Clarivate position peaked at $38.4K in Q3 2024.
  • 256 funds tracked by Wall St. Rank held Clarivate as of Q1 2026.

Based on Spire Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.