ATS
CWAN

Ashton Thomas Securities’s Clearwater Analytics CWAN Stock Holding History

Ashton Thomas Securities’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
2024
Q4 		– Sell
-40
Closed -$1.01K – 446
2024
Q3 		$1.01K Buy
+40
New +$900 ﹤0.01% 1183

Other funds holding CWAN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
PH
Permira Holdings St. Peter Port, Guernsey $2.04B AUM 4.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Ashton Thomas Securities's CWAN Position: Q4 2024 in Review

Ashton Thomas Securities sold out of Clearwater Analytics (CWAN) in Q4 2024, closing a stake of 40 shares — an estimated $1.01K sold.

Ashton Thomas Securities first reported a position in CWAN in Q3 2024 and held it in 1 quarter. The position peaked at $1.01K in Q3 2024. 353 funds tracked by Wall St. Rank hold CWAN as of Q4 2024.

  • Ashton Thomas Securities reported no remaining Clearwater Analytics position as of Q4 2024 after selling out during the quarter.
  • Ashton Thomas Securities sold 40 Clearwater Analytics shares in Q4 2024, an estimated $1.01K.
  • Ashton Thomas Securities first reported a position in Clearwater Analytics in Q3 2024 and held it in 1 quarter.
  • Ashton Thomas Securities's Clearwater Analytics position peaked at $1.01K in Q3 2024.
  • 353 funds tracked by Wall St. Rank held Clearwater Analytics as of Q4 2024.

Based on Ashton Thomas Securities's 13F filing for Q4 2024, filed 11 Feb 2025.