TWA
CTEV

TCI Wealth Advisors’s Claritev Corp CTEV Stock Holding History

TCI Wealth Advisors’s Portfolio CTEV Stock Details CTEV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-30
Closed -$7K – 2638
2022
Q2 		$7K Hold
30
– – ﹤0.01% 1302
2022
Q1 		$6K Hold
30
– – ﹤0.01% 1481
2021
Q4 		$5K Buy
30
+12
+67% +$2.14K ﹤0.01% 1743
2021
Q3 		$4K Buy
18
+6
+50% +$1.62K ﹤0.01% 1847
2021
Q2 		$5K Buy
+12
New +$3.72K ﹤0.01% 1502

Other funds holding CTEV

HFCIV
H&F Corporate Investors VIII San Francisco, California $133M AUM 24.42% 1-Year Est. Return
PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $37.9B AUM 7.98% 1-Year Est. Return
LGP
Leonard Green & Partners Los Angeles, California $962M AUM 35.11% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
CP
CPV Partners Stamford, Connecticut $274M AUM 43.74% 1-Year Est. Return
BPCM
Beach Point Capital Management Santa Monica, California $258M AUM 20.26% 1-Year Est. Return
AM
Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return

TCI Wealth Advisors's CTEV Position: Q3 2022 in Review

TCI Wealth Advisors sold out of Claritev Corp (CTEV) in Q3 2022, closing a stake of 30 shares — an estimated $7K sold.

TCI Wealth Advisors first reported a position in CTEV in Q2 2021 and held it in 5 quarters. The position peaked at $7K in Q2 2022. 130 funds tracked by Wall St. Rank hold CTEV as of Q3 2022.

  • TCI Wealth Advisors reported no remaining Claritev Corp position as of Q3 2022 after selling out during the quarter.
  • TCI Wealth Advisors sold 30 Claritev Corp shares in Q3 2022, an estimated $7K.
  • TCI Wealth Advisors first reported a position in Claritev Corp in Q2 2021 and held it in 5 quarters.
  • TCI Wealth Advisors's Claritev Corp position peaked at $7K in Q2 2022.
  • 130 funds tracked by Wall St. Rank held Claritev Corp as of Q3 2022.

Based on TCI Wealth Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.