Arlington Partners’s Clearwater Analytics CWAN Stock Holding History

Arlington Partners’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
2023 Q3	–	Sell	-250	Closed	-$3.97K	–	439
2023 Q2	$3.97K	Hold	250	–	–	﹤0.01%	509
2023 Q1	$3.99K	Buy	+250	New	+$4.37K	﹤0.01%	474

Other funds holding CWAN

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

Arlington Partners's CWAN Position: Q3 2023 in Review

Arlington Partners sold out of Clearwater Analytics (CWAN) in Q3 2023, closing a stake of 250 shares — an estimated $3.97K sold.

Arlington Partners first reported a position in CWAN in Q1 2023 and held it in 2 quarters. The position peaked at $3.99K in Q1 2023. 139 funds tracked by Wall St. Rank hold CWAN as of Q3 2023.

Arlington Partners reported no remaining Clearwater Analytics position as of Q3 2023 after selling out during the quarter.
Arlington Partners sold 250 Clearwater Analytics shares in Q3 2023, an estimated $3.97K.
Arlington Partners first reported a position in Clearwater Analytics in Q1 2023 and held it in 2 quarters.
Arlington Partners's Clearwater Analytics position peaked at $3.99K in Q1 2023.
139 funds tracked by Wall St. Rank held Clearwater Analytics as of Q3 2023.

Based on Arlington Partners's 13F filing for Q3 2023, filed 24 Oct 2023.