Bogart Wealth LLC’s Clearwater Analytics CWAN Stock Holding History

Bogart Wealth LLC’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
2026 Q1	–	Sell	-54	Closed	-$1.3K	–	1848
2025 Q4	$1.3K	Buy	+54	New	+$1.08K	﹤0.01%	1258

Other funds holding CWAN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

GCL

Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return

Bogart Wealth LLC's CWAN Position: Q1 2026 in Review

Bogart Wealth LLC sold out of Clearwater Analytics (CWAN) in Q1 2026, closing a stake of 54 shares — an estimated $1.3K sold.

Bogart Wealth LLC first reported a position in CWAN in Q4 2025 and held it in 1 quarter. The position peaked at $1.3K in Q4 2025. 329 funds tracked by Wall St. Rank hold CWAN as of Q1 2026.

Bogart Wealth LLC reported no remaining Clearwater Analytics position as of Q1 2026 after selling out during the quarter.
Bogart Wealth LLC sold 54 Clearwater Analytics shares in Q1 2026, an estimated $1.3K.
Bogart Wealth LLC first reported a position in Clearwater Analytics in Q4 2025 and held it in 1 quarter.
Bogart Wealth LLC's Clearwater Analytics position peaked at $1.3K in Q4 2025.
329 funds tracked by Wall St. Rank held Clearwater Analytics as of Q1 2026.

Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.