Baystate Wealth Management’s Clearwater Analytics CWAN Stock Holding History

Baystate 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
2023 Q4	$10K	Buy	+500	New	+$9.85K	﹤0.01%	720

Other funds holding CWAN

Permira Holdings St. Peter Port, Guernsey $2.04B AUM 4.57% 1-Year Est. Return

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 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

BCM

Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return

Baystate Wealth Management's CWAN Position: Q4 2023 in Review

Baystate Wealth Management opened a new position in Clearwater Analytics (CWAN) in Q4 2023: 500 shares worth $10K. The stake represents ﹤0.01% of the portfolio and ranks #720 among its holdings.

201 funds tracked by Wall St. Rank hold CWAN as of Q4 2023.

Baystate Wealth Management held 500 shares of Clearwater Analytics worth $10K as of Q4 2023.
Clearwater Analytics was a new Baystate Wealth Management position in Q4 2023.
Clearwater Analytics made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #720 holding.
201 funds tracked by Wall St. Rank held Clearwater Analytics as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.