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Venturi Wealth Management’s Clarivate CLVT Stock Holding History

Venturi Wealth Management’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
Q1 		– Sell
-1,408
Closed -$7.15K – 807
2024
Q4 		$7.15K Buy
+1,408
New +$8.11K ﹤0.01% 1534

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
AG
Atairos Group Bryn Mawr, Pennsylvania $1.76B AUM 16.47% 1-Year Est. Return

Venturi Wealth Management's CLVT Position: Q1 2025 in Review

Venturi Wealth Management sold out of Clarivate (CLVT) in Q1 2025, closing a stake of 1,408 shares — an estimated $7.15K sold.

Venturi Wealth Management first reported a position in CLVT in Q4 2024 and held it in 1 quarter. The position peaked at $7.15K in Q4 2024. 214 funds tracked by Wall St. Rank hold CLVT as of Q1 2025.

  • Venturi Wealth Management reported no remaining Clarivate position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 1,408 Clarivate shares in Q1 2025, an estimated $7.15K.
  • Venturi Wealth Management first reported a position in Clarivate in Q4 2024 and held it in 1 quarter.
  • Venturi Wealth Management's Clarivate position peaked at $7.15K in Q4 2024.
  • 214 funds tracked by Wall St. Rank held Clarivate as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.