Corient Private Wealth
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Corient Private Wealth’s Clearwater Analytics CWAN Stock Holding History

Corient Private Wealth’s Portfolio CWAN Stock Details CWAN Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
2025
Q2 		$648K Sell
2025
Q1 		$1.4M Sell
2024
Q4 		$1.87M Sell
2024
Q3 		$1.84M Buy
2024
Q2 		$753K Buy
2024
Q1 		$678K Buy
2023
Q4 		$627K Buy