BCWM
CWAN

Bartlett & Co Wealth Management’s Clearwater Analytics CWAN Stock Holding History

Bartlett & Co 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
2022
Q3 		– Sell
-131
Closed -$1.58K – 1201
2022
Q2 		$1.58K Buy
+131
New +$2.12K ﹤0.01% 1207

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 $1.56T AUM 27.86% 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

Bartlett & Co Wealth Management's CWAN Position: Q3 2022 in Review

Bartlett & Co Wealth Management sold out of Clearwater Analytics (CWAN) in Q3 2022, closing a stake of 131 shares — an estimated $1.58K sold.

Bartlett & Co Wealth Management first reported a position in CWAN in Q2 2022 and held it in 1 quarter. The position peaked at $1.58K in Q2 2022. 88 funds tracked by Wall St. Rank hold CWAN as of Q3 2022.

  • Bartlett & Co Wealth Management reported no remaining Clearwater Analytics position as of Q3 2022 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 131 Clearwater Analytics shares in Q3 2022, an estimated $1.58K.
  • Bartlett & Co Wealth Management first reported a position in Clearwater Analytics in Q2 2022 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's Clearwater Analytics position peaked at $1.58K in Q2 2022.
  • 88 funds tracked by Wall St. Rank held Clearwater Analytics as of Q3 2022.

Based on Bartlett & Co Wealth Management's 13F filing for Q3 2022, filed 14 Feb 2024.