VFA
CLVT icon

Valeo Financial Advisors’s Clarivate CLVT Stock Holding History

Valeo Financial 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
2021
Q2 		– Sell
-276
Closed -$7K – 752
2021
Q1 		$7K Hold
276
– – ﹤0.01% 1441
2020
Q4 		$8K Hold
276
– – ﹤0.01% 1241
2020
Q3 		$9K Buy
+276
New +$7.47K ﹤0.01% 1101

Other funds holding CLVT

LGP
Leonard Green & Partners Los Angeles, California $962M AUM 35.11% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
SI
Standard Investments New York $1.93B AUM 6.23% 1-Year Est. Return

Valeo Financial Advisors's CLVT Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Clarivate (CLVT) in Q2 2021, closing a stake of 276 shares — an estimated $7K sold.

Valeo Financial Advisors first reported a position in CLVT in Q3 2020 and held it in 3 quarters. The position peaked at $9K in Q3 2020. 289 funds tracked by Wall St. Rank hold CLVT as of Q2 2021.

  • Valeo Financial Advisors reported no remaining Clarivate position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 276 Clarivate shares in Q2 2021, an estimated $7K.
  • Valeo Financial Advisors first reported a position in Clarivate in Q3 2020 and held it in 3 quarters.
  • Valeo Financial Advisors's Clarivate position peaked at $9K in Q3 2020.
  • 289 funds tracked by Wall St. Rank held Clarivate as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.