CFP
CWAN

Comprehensive Financial Planning’s Clearwater Analytics CWAN Stock Holding History

Comprehensive Financial Planning’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
2025
Q1 		– Sell
-6,085
Closed -$167K – 339
2024
Q4 		$167K Buy
+6,085
New +$173K 0.14% 96

Other funds holding CWAN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
PH
Permira Holdings St. Peter Port, Guernsey $2.04B AUM 4.57% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Comprehensive Financial Planning's CWAN Position: Q1 2025 in Review

Comprehensive Financial Planning sold out of Clearwater Analytics (CWAN) in Q1 2025, closing a stake of 6,085 shares — an estimated $167K sold.

Comprehensive Financial Planning first reported a position in CWAN in Q4 2024 and held it in 1 quarter. The position peaked at $167K in Q4 2024. 370 funds tracked by Wall St. Rank hold CWAN as of Q1 2025.

  • Comprehensive Financial Planning reported no remaining Clearwater Analytics position as of Q1 2025 after selling out during the quarter.
  • Comprehensive Financial Planning sold 6,085 Clearwater Analytics shares in Q1 2025, an estimated $167K.
  • Comprehensive Financial Planning first reported a position in Clearwater Analytics in Q4 2024 and held it in 1 quarter.
  • Comprehensive Financial Planning's Clearwater Analytics position peaked at $167K in Q4 2024.
  • 370 funds tracked by Wall St. Rank held Clearwater Analytics as of Q1 2025.

Based on Comprehensive Financial Planning's 13F filing for Q1 2025, filed 9 May 2025.