Brookfield Corp’s Clearwater Analytics CWAN Stock Holding History

Brookfield Corp’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 Q3	–	Sell	-800,000	Closed	-$12.7M	–	215
2023 Q2	$12.7M	Sell	800,000 -50,000	-6%	-$789K	0.05%	135
2023 Q1	$13.6M	Buy	850,000 +461,535	+119%	+$8.07M	0.05%	135
2022 Q4	$7.28M	Hold	388,465	–	–	0.03%	197
2022 Q3	$6.52M	Hold	388,465	–	–	0.02%	234
2022 Q2	$4.68M	Buy	+388,465	New	+$6.28M	0.02%	266
2021 Q4	–	Sell	-84,532	Closed	-$2.17M	–	656
2021 Q3	$2.17M	Buy	+84,532	New	+$2.17M	0.01%	332

Other funds holding CWAN

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

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

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

FAM

Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

Brookfield Corp's CWAN Position: Q3 2023 in Review

Brookfield Corp sold out of Clearwater Analytics (CWAN) in Q3 2023, closing a stake of 800,000 shares — an estimated $12.7M sold.

Brookfield Corp first reported a position in CWAN in Q3 2021 and held it in 6 quarters. The position peaked at $13.6M in Q1 2023. 139 funds tracked by Wall St. Rank hold CWAN as of Q3 2023.

Brookfield Corp reported no remaining Clearwater Analytics position as of Q3 2023 after selling out during the quarter.
Brookfield Corp sold 800,000 Clearwater Analytics shares in Q3 2023, an estimated $12.7M.
Brookfield Corp first reported a position in Clearwater Analytics in Q3 2021 and held it in 6 quarters.
Brookfield Corp's Clearwater Analytics position peaked at $13.6M in Q1 2023.
139 funds tracked by Wall St. Rank held Clearwater Analytics as of Q3 2023.

Based on Brookfield Corp's 13F filing for Q3 2023, filed 14 Nov 2023.