CIP
CWAN

Chartwell Investment Partners’s Clearwater Analytics CWAN Stock Holding History

Chartwell Investment Partners’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
Q3 		$1.23M Buy
48,827
+395
+0.8% +$8.88K 0.04% 342
2024
Q2 		$897K Sell
48,432
-7,875
-14% -$142K 0.03% 357
2024
Q1 		$996K Buy
56,307
+1,333
+2% +$24.8K 0.03% 366
2023
Q4 		$1.1M Buy
+54,974
New +$1.08M 0.04% 349

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Chartwell Investment Partners's CWAN Position: Q3 2024 in Review

Chartwell Investment Partners increased its Clearwater Analytics (CWAN) stake by 0.82% in Q3 2024, buying an estimated $8.88K and bringing the position to 48,827 shares worth $1.23M. The position accounts for 0.04% of the portfolio, ranked #342.

Chartwell Investment Partners first reported a position in CWAN in Q4 2023 and has held it in 4 quarters since. 265 funds tracked by Wall St. Rank hold CWAN as of Q3 2024.

  • Chartwell Investment Partners held 48,827 shares of Clearwater Analytics worth $1.23M as of Q3 2024.
  • Chartwell Investment Partners bought 395 Clearwater Analytics shares in Q3 2024, an estimated $8.88K.
  • Clearwater Analytics made up 0.04% of Chartwell Investment Partners's portfolio in Q3 2024, its #342 holding.
  • Chartwell Investment Partners first reported a position in Clearwater Analytics in Q4 2023 and has held it in 4 quarters since.
  • 265 funds tracked by Wall St. Rank held Clearwater Analytics as of Q3 2024.

Based on Chartwell Investment Partners's 13F filing for Q3 2024, filed 4 Nov 2024.