AS
CWAN

Altshuler Shaham’s Clearwater Analytics CWAN Stock Holding History

Altshuler Shaham’s Portfolio CWAN Stock Details CWAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-2,114
Closed -$25K – 476
2022
Q2 		$25K Buy
+2,114
New +$34.2K ﹤0.01% 367

Other funds holding CWAN

DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Altshuler Shaham's CWAN Position: Q3 2022 in Review

Altshuler Shaham sold out of Clearwater Analytics (CWAN) in Q3 2022, closing a stake of 2,114 shares — an estimated $25K sold.

Altshuler Shaham first reported a position in CWAN in Q2 2022 and held it in 1 quarter. The position peaked at $25K in Q2 2022. 88 funds tracked by Wall St. Rank hold CWAN as of Q3 2022.

  • Altshuler Shaham reported no remaining Clearwater Analytics position as of Q3 2022 after selling out during the quarter.
  • Altshuler Shaham sold 2,114 Clearwater Analytics shares in Q3 2022, an estimated $25K.
  • Altshuler Shaham first reported a position in Clearwater Analytics in Q2 2022 and held it in 1 quarter.
  • Altshuler Shaham's Clearwater Analytics position peaked at $25K in Q2 2022.
  • 88 funds tracked by Wall St. Rank held Clearwater Analytics as of Q3 2022.

Based on Altshuler Shaham's 13F filing for Q3 2022, filed 14 Nov 2022.