AWM
CWAN

Avior Wealth Management’s Clearwater Analytics CWAN Stock Holding History

Avior Wealth Management’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
2025
Q1 		– Sell
-148
Closed -$4.07K – 1102
2024
Q4 		$4.07K Sell
148
-32
-18% -$908 ﹤0.01% 1930
2024
Q3 		$4.54K Buy
180
+12
+7% +$270 ﹤0.01% 1806
2024
Q2 		$3.11K Buy
+168
New +$3.03K ﹤0.01% 1855

Other funds holding CWAN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
PH
Permira Holdings St. Peter Port, Guernsey $2.04B AUM 4.57% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Avior Wealth Management's CWAN Position: Q1 2025 in Review

Avior Wealth Management sold out of Clearwater Analytics (CWAN) in Q1 2025, closing a stake of 148 shares — an estimated $4.07K sold.

Avior Wealth Management first reported a position in CWAN in Q2 2024 and held it in 3 quarters. The position peaked at $4.54K in Q3 2024. 370 funds tracked by Wall St. Rank hold CWAN as of Q1 2025.

  • Avior Wealth Management reported no remaining Clearwater Analytics position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 148 Clearwater Analytics shares in Q1 2025, an estimated $4.07K.
  • Avior Wealth Management first reported a position in Clearwater Analytics in Q2 2024 and held it in 3 quarters.
  • Avior Wealth Management's Clearwater Analytics position peaked at $4.54K in Q3 2024.
  • 370 funds tracked by Wall St. Rank held Clearwater Analytics as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.