BFEC
CWAN

Benjamin F. Edwards & Company’s Clearwater Analytics CWAN Stock Holding History

Benjamin F. Edwards & Company’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
Q2 		$81K Buy
4,372
+2,425
+125% +$43.7K ﹤0.01% 1179
2024
Q1 		$34K Buy
1,947
+1,549
+389% +$28.8K ﹤0.01% 1401
2023
Q4 		$8K Buy
+398
New +$7.84K ﹤0.01% 1714

Other funds holding CWAN

PH
Permira Holdings St. Peter Port, Guernsey $2.04B AUM 4.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Benjamin F. Edwards & Company's CWAN Position: Q2 2024 in Review

Benjamin F. Edwards & Company increased its Clearwater Analytics (CWAN) stake by 125% in Q2 2024, buying an estimated $43.7K and bringing the position to 4,372 shares worth $81K. The position accounts for ﹤0.01% of the portfolio, ranked #1179.

Benjamin F. Edwards & Company first reported a position in CWAN in Q4 2023 and has held it in 3 quarters since. 229 funds tracked by Wall St. Rank hold CWAN as of Q2 2024.

  • Benjamin F. Edwards & Company held 4,372 shares of Clearwater Analytics worth $81K as of Q2 2024.
  • Benjamin F. Edwards & Company bought 2,425 Clearwater Analytics shares in Q2 2024, an estimated $43.7K.
  • Clearwater Analytics made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1179 holding.
  • Benjamin F. Edwards & Company first reported a position in Clearwater Analytics in Q4 2023 and has held it in 3 quarters since.
  • 229 funds tracked by Wall St. Rank held Clearwater Analytics as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.