BWP
CWAN

Baldwin Wealth Partners’s Clearwater Analytics CWAN Stock Holding History

Baldwin Wealth 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
2024
Q4 		– Sell
-13,507
Closed -$341K – 417
2024
Q3 		$341K Buy
+13,507
New +$304K 0.02% 259

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William Blair Investment Management
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PH
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AllianceBernstein
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CCA
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Baldwin Wealth Partners's CWAN Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Clearwater Analytics (CWAN) in Q4 2024, closing a stake of 13,507 shares — an estimated $341K sold.

Baldwin Wealth Partners first reported a position in CWAN in Q3 2024 and held it in 1 quarter. The position peaked at $341K in Q3 2024. 353 funds tracked by Wall St. Rank hold CWAN as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining Clearwater Analytics position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 13,507 Clearwater Analytics shares in Q4 2024, an estimated $341K.
  • Baldwin Wealth Partners first reported a position in Clearwater Analytics in Q3 2024 and held it in 1 quarter.
  • Baldwin Wealth Partners's Clearwater Analytics position peaked at $341K in Q3 2024.
  • 353 funds tracked by Wall St. Rank held Clearwater Analytics as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.