CGH
CWAN

Crossmark Global Holdings’s Clearwater Analytics CWAN Stock Holding History

Crossmark Global Holdings’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 		– Sell
-12,977
Closed -$240K – 1295
2024
Q2 		$240K Buy
12,977
+270
+2% +$4.87K ﹤0.01% 1158
2024
Q1 		$225K Hold
12,707
– – ﹤0.01% 1229
2023
Q4 		$255K Buy
12,707
+2,583
+26% +$50.9K 0.01% 1147
2023
Q3 		$207K Buy
+10,124
New +$179K ﹤0.01% 1189

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

Crossmark Global Holdings's CWAN Position: Q3 2024 in Review

Crossmark Global Holdings sold out of Clearwater Analytics (CWAN) in Q3 2024, closing a stake of 12,977 shares — an estimated $240K sold.

Crossmark Global Holdings first reported a position in CWAN in Q3 2023 and held it in 4 quarters. The position peaked at $255K in Q4 2023. 265 funds tracked by Wall St. Rank hold CWAN as of Q3 2024.

  • Crossmark Global Holdings reported no remaining Clearwater Analytics position as of Q3 2024 after selling out during the quarter.
  • Crossmark Global Holdings sold 12,977 Clearwater Analytics shares in Q3 2024, an estimated $240K.
  • Crossmark Global Holdings first reported a position in Clearwater Analytics in Q3 2023 and held it in 4 quarters.
  • Crossmark Global Holdings's Clearwater Analytics position peaked at $255K in Q4 2023.
  • 265 funds tracked by Wall St. Rank held Clearwater Analytics as of Q3 2024.

Based on Crossmark Global Holdings's 13F filing for Q3 2024, filed 4 Nov 2024.