Wealth Enhancement Advisory Services
CLVT icon

Wealth Enhancement Advisory Services’s Clarivate CLVT Stock Holding History

Wealth Enhancement Advisory Services’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
2026
Q3 		$56.2K Sell
34,493
-26,265
-43% -$53.6K ﹤0.01% 4029
2026
Q2 		$135K Buy
60,758
+35,194
+138% +$86K ﹤0.01% 3725
2026
Q1 		$64.7K Buy
25,564
+8,994
+54% +$23K ﹤0.01% 3399
2025
Q4 		$56.2K Buy
16,570
+252
+2% +$896 ﹤0.01% 3527
2025
Q3 		$61.2K Buy
16,318
+705
+5% +$2.96K ﹤0.01% 3402
2025
Q2 		$68.5K Sell
15,613
-10,683
-41% -$43K ﹤0.01% 3191
2025
Q1 		$103K Sell
26,296
-5,871
-18% -$27.8K ﹤0.01% 2756
2024
Q4 		$163K Sell
32,167
-558
-2% -$3.21K ﹤0.01% 2731
2024
Q3 		$232K Sell
32,725
-19,504
-37% -$124K ﹤0.01% 2354
2024
Q2 		$297K Buy
52,229
+8,430
+19% +$53.8K ﹤0.01% 1982
2024
Q1 		$325K Sell
43,799
-8,720
-17% -$72.8K ﹤0.01% 1865
2023
Q4 		$486K Sell
52,519
-4,142
-7% -$30.6K ﹤0.01% 1526
2023
Q3 		$380K Buy
+56,661
New +$452K ﹤0.01% 1595

Other funds holding CLVT

KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Iridian Asset Management
Iridian Asset Management Westport, Connecticut $275M AUM 37.66% 1-Year Est. Return
Axxion S.A.
Axxion S.A. Grevenmacher, Luxembourg $1.52B AUM
Range Financial Group
Range Financial Group Tigard, Oregon $361M AUM 58.71% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
State of Wyoming
State of Wyoming Cheyenne, Wyoming $1.29B AUM 32.25% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Wealth Enhancement Advisory Services's CLVT Position: Q3 2026 in Review

Wealth Enhancement Advisory Services reduced its Clarivate (CLVT) stake by 43% in Q3 2026, selling an estimated $53.6K and leaving 34,493 shares worth $56.2K. The position accounts for ﹤0.01% of the portfolio, ranked #4029.

Wealth Enhancement Advisory Services first reported a position in CLVT in Q3 2023 and has held it in 13 quarters since. The position peaked at $486K in Q4 2023. 38 funds tracked by Wall St. Rank hold CLVT as of Q3 2026.

  • Wealth Enhancement Advisory Services held 34,493 shares of Clarivate worth $56.2K as of Q3 2026.
  • Wealth Enhancement Advisory Services sold 26,265 Clarivate shares in Q3 2026, an estimated $53.6K.
  • Clarivate made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #4029 holding.
  • Wealth Enhancement Advisory Services first reported a position in Clarivate in Q3 2023 and has held it in 13 quarters since.
  • Wealth Enhancement Advisory Services's Clarivate position peaked at $486K in Q4 2023.
  • 38 funds tracked by Wall St. Rank held Clarivate as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.