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James T. Borello RIA’s Clarivate CLVT Stock Holding History

James T. Borello RIA’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 		$157 Sell
94
-2
-2% -$4 ﹤0.01% 1156
2026
Q2 		$207 Sell
96
-1
-1% -$2 ﹤0.01% 1122
2026
Q1 		$245 Buy
+97
New +$248 ﹤0.01% 1107

Other funds holding CLVT

Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Moody National Bank Trust Division
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

James T. Borello RIA's CLVT Position: Q3 2026 in Review

James T. Borello RIA reduced its Clarivate (CLVT) stake by 2.1% in Q3 2026, selling an estimated $4 and leaving 94 shares worth $157. The position accounts for ﹤0.01% of the portfolio, ranked #1156.

James T. Borello RIA first reported a position in CLVT in Q1 2026 and has held it in 3 quarters since. The position peaked at $245 in Q1 2026. 14 funds tracked by Wall St. Rank hold CLVT as of Q3 2026.

  • James T. Borello RIA held 94 shares of Clarivate worth $157 as of Q3 2026.
  • James T. Borello RIA sold 2 Clarivate shares in Q3 2026, an estimated $4.
  • Clarivate made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #1156 holding.
  • James T. Borello RIA first reported a position in Clarivate in Q1 2026 and has held it in 3 quarters since.
  • James T. Borello RIA's Clarivate position peaked at $245 in Q1 2026.
  • 14 funds tracked by Wall St. Rank held Clarivate as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.