SWS
CLVT icon

SYSTM Wealth Solutions’s Clarivate CLVT Stock Holding History

SYSTM Wealth Solutions’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
2024
Q3 		– Sell
-797
Closed -$4.54K – 191
2024
Q2 		$4.54K Sell
797
-9,231
-92% -$58.9K ﹤0.01% 575
2024
Q1 		$74.5K Buy
10,028
+179
+2% +$1.5K 0.01% 520
2023
Q4 		$91.2K Buy
+9,849
New +$72.8K 0.01% 466

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
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 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
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SYSTM Wealth Solutions's CLVT Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Clarivate (CLVT) in Q3 2024, closing a stake of 797 shares — an estimated $4.54K sold.

SYSTM Wealth Solutions first reported a position in CLVT in Q4 2023 and held it in 3 quarters. The position peaked at $91.2K in Q4 2023. 202 funds tracked by Wall St. Rank hold CLVT as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Clarivate position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 797 Clarivate shares in Q3 2024, an estimated $4.54K.
  • SYSTM Wealth Solutions first reported a position in Clarivate in Q4 2023 and held it in 3 quarters.
  • SYSTM Wealth Solutions's Clarivate position peaked at $91.2K in Q4 2023.
  • 202 funds tracked by Wall St. Rank held Clarivate as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.