CFB
CWAN

Cullen/Frost Bankers’s Clearwater Analytics CWAN Stock Holding History

Cullen/Frost Bankers’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
2023
Q2 		– Sell
-294
Closed -$4.69K – 1156
2023
Q1 		$4.69K Buy
+294
New +$5.14K ﹤0.01% 1030

Other funds holding CWAN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Cullen/Frost Bankers's CWAN Position: Q2 2023 in Review

Cullen/Frost Bankers sold out of Clearwater Analytics (CWAN) in Q2 2023, closing a stake of 294 shares — an estimated $4.69K sold.

Cullen/Frost Bankers first reported a position in CWAN in Q1 2023 and held it in 1 quarter. The position peaked at $4.69K in Q1 2023. 121 funds tracked by Wall St. Rank hold CWAN as of Q2 2023.

  • Cullen/Frost Bankers reported no remaining Clearwater Analytics position as of Q2 2023 after selling out during the quarter.
  • Cullen/Frost Bankers sold 294 Clearwater Analytics shares in Q2 2023, an estimated $4.69K.
  • Cullen/Frost Bankers first reported a position in Clearwater Analytics in Q1 2023 and held it in 1 quarter.
  • Cullen/Frost Bankers's Clearwater Analytics position peaked at $4.69K in Q1 2023.
  • 121 funds tracked by Wall St. Rank held Clearwater Analytics as of Q2 2023.

Based on Cullen/Frost Bankers's 13F filing for Q2 2023, filed 4 Aug 2023.