CWM
CWAN

Castle Wealth Management’s Clearwater Analytics CWAN Stock Holding History

Castle 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
2022
Q4 		– Sell
-510
Closed -$9K – 219
2022
Q3 		$9K Hold
510
– – 0.01% 429
2022
Q2 		$6K Buy
+510
New +$8.24K ﹤0.01% 461

Other funds holding CWAN

DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 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
WA
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Castle Wealth Management's CWAN Position: Q4 2022 in Review

Castle Wealth Management sold out of Clearwater Analytics (CWAN) in Q4 2022, closing a stake of 510 shares — an estimated $9K sold.

Castle Wealth Management first reported a position in CWAN in Q2 2022 and held it in 2 quarters. The position peaked at $9K in Q3 2022. 99 funds tracked by Wall St. Rank hold CWAN as of Q4 2022.

  • Castle Wealth Management reported no remaining Clearwater Analytics position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 510 Clearwater Analytics shares in Q4 2022, an estimated $9K.
  • Castle Wealth Management first reported a position in Clearwater Analytics in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's Clearwater Analytics position peaked at $9K in Q3 2022.
  • 99 funds tracked by Wall St. Rank held Clearwater Analytics as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.