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TCI Wealth Advisors’s Clarivate CLVT Stock Holding History

TCI Wealth 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
2023
Q2 		– Sell
-172
Closed -$1.62K – 597
2023
Q1 		$1.62K Buy
172
+4
+2% +$41 ﹤0.01% 2012
2022
Q4 		$1.4K Buy
168
+33
+24% +$310 ﹤0.01% 2047
2022
Q3 		$1K Buy
+135
New +$1.71K ﹤0.01% 2060
2022
Q1 		– Sell
-314
Closed -$7K – 2261
2021
Q4 		$7K Buy
+314
New +$7.27K ﹤0.01% 1407

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
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
GCM
Glenview Capital Management New York $5.49B AUM 46.89% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

TCI Wealth Advisors's CLVT Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Clarivate (CLVT) in Q2 2023, closing a stake of 172 shares — an estimated $1.62K sold.

TCI Wealth Advisors first reported a position in CLVT in Q4 2021 and held it in 4 quarters. The position peaked at $7K in Q4 2021. 269 funds tracked by Wall St. Rank hold CLVT as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Clarivate position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 172 Clarivate shares in Q2 2023, an estimated $1.62K.
  • TCI Wealth Advisors first reported a position in Clarivate in Q4 2021 and held it in 4 quarters.
  • TCI Wealth Advisors's Clarivate position peaked at $7K in Q4 2021.
  • 269 funds tracked by Wall St. Rank held Clarivate as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.