Bartlett & Co’s Clearwater Analytics CWAN Stock Holding History

Bartlett & Co’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	-$2K	–	1175
2022 Q2	$2K	Buy	+131	New	+$2.12K	﹤0.01%	1162

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 Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

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

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

Bartlett & Co sold out of Clearwater Analytics (CWAN) in Q3 2022, closing a stake of 131 shares — an estimated $2K sold.

Bartlett & Co first reported a position in CWAN in Q2 2022 and held it in 1 quarter. The position peaked at $2K in Q2 2022. 88 funds tracked by Wall St. Rank hold CWAN as of Q3 2022.

Bartlett & Co reported no remaining Clearwater Analytics position as of Q3 2022 after selling out during the quarter.
Bartlett & Co sold 131 Clearwater Analytics shares in Q3 2022, an estimated $2K.
Bartlett & Co first reported a position in Clearwater Analytics in Q2 2022 and held it in 1 quarter.
Bartlett & Co's Clearwater Analytics position peaked at $2K in Q2 2022.
88 funds tracked by Wall St. Rank held Clearwater Analytics as of Q3 2022.

Based on Bartlett & Co's 13F filing for Q3 2022, filed 17 Oct 2022.