SPIA
CLVT icon

Steward Partners Investment Advisory’s Clarivate CLVT Stock Holding History

Steward Partners Investment Advisory’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
2025
Q2 		– Sell
-1,200
Closed -$4.72K – 4145
2025
Q1 		$4.72K Hold
1,200
– – ﹤0.01% 3399
2024
Q4 		$6.1K Hold
1,200
– – ﹤0.01% 3297
2024
Q3 		$8.52K Hold
1,200
– – ﹤0.01% 3006
2024
Q2 		$6.83K Sell
1,200
-8,295
-87% -$52.9K ﹤0.01% 2946
2024
Q1 		$70.5K Buy
9,495
+8,495
+850% +$70.9K ﹤0.01% 1941
2023
Q4 		$9.26K Hold
1,000
– – ﹤0.01% 2741
2023
Q3 		$6.71K Hold
1,000
– – ﹤0.01% 2725
2023
Q2 		$9.53K Buy
1,000
+400
+67% +$3.39K ﹤0.01% 2582
2023
Q1 		$5.63K Buy
+600
New +$6.18K ﹤0.01% 2750
2022
Q3 		– Sell
-70
Closed -$1K – 3249
2022
Q2 		$1K Sell
70
-25
-26% -$374 ﹤0.01% 3094
2022
Q1 		$2K Buy
+95
New +$1.57K ﹤0.01% 3068
2021
Q4 		– Sell
-167
Closed -$4K – 3197
2021
Q3 		$4K Hold
167
– – ﹤0.01% 2849
2021
Q2 		$5K Sell
167
-34
-17% -$935 ﹤0.01% 6523
2021
Q1 		$5.3K Buy
+201
New +$5.5K ﹤0.01% 2994

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
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
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
HVCM
HG Vora Capital Management New York $197M AUM 17.92% 1-Year Est. Return

Steward Partners Investment Advisory's CLVT Position: Q2 2025 in Review

Steward Partners Investment Advisory sold out of Clarivate (CLVT) in Q2 2025, closing a stake of 1,200 shares — an estimated $4.72K sold.

Steward Partners Investment Advisory first reported a position in CLVT in Q1 2021 and held it in 14 quarters. The position peaked at $70.5K in Q1 2024. 228 funds tracked by Wall St. Rank hold CLVT as of Q2 2025.

  • Steward Partners Investment Advisory reported no remaining Clarivate position as of Q2 2025 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 1,200 Clarivate shares in Q2 2025, an estimated $4.72K.
  • Steward Partners Investment Advisory first reported a position in Clarivate in Q1 2021 and held it in 14 quarters.
  • Steward Partners Investment Advisory's Clarivate position peaked at $70.5K in Q1 2024.
  • 228 funds tracked by Wall St. Rank held Clarivate as of Q2 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2025, filed 12 Aug 2025.