CWS
CWAN

Confluence Wealth Services’s Clearwater Analytics CWAN Stock Holding History

Confluence Wealth Services’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
Q1 		– Sell
-142
Closed -$3K – 431
2021
Q4 		$3K Buy
+142
New +$3.21K ﹤0.01% 1104

Other funds holding CWAN

DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
BAMCO Inc
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Confluence Wealth Services's CWAN Position: Q1 2022 in Review

Confluence Wealth Services sold out of Clearwater Analytics (CWAN) in Q1 2022, closing a stake of 142 shares — an estimated $3K sold.

Confluence Wealth Services first reported a position in CWAN in Q4 2021 and held it in 1 quarter. The position peaked at $3K in Q4 2021. 69 funds tracked by Wall St. Rank hold CWAN as of Q1 2022.

  • Confluence Wealth Services reported no remaining Clearwater Analytics position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 142 Clearwater Analytics shares in Q1 2022, an estimated $3K.
  • Confluence Wealth Services first reported a position in Clearwater Analytics in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's Clearwater Analytics position peaked at $3K in Q4 2021.
  • 69 funds tracked by Wall St. Rank held Clearwater Analytics as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.