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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 $2.77B AUM 3.28% 1-Year Est. Return
ENV
Exor N.V. Amsterdam, Netherlands $5.38B AUM 6.22% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
PGH
Partners Group Holding Baar-Zug, Switzerland $1.35B AUM 27.53% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.66B AUM 6.69% 1-Year Est. Return