ET
CWAN

Equitable Trust’s Clearwater Analytics CWAN Stock Holding History

Equitable Trust’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
Q4 		– Sell
-24,761
Closed -$625K – 474
2024
Q3 		$625K Sell
24,761
-5,081
-17% -$114K 0.04% 268
2024
Q2 		$553K Buy
29,842
+5,277
+21% +$95.2K 0.04% 279
2024
Q1 		$435K Buy
24,565
+4,466
+22% +$83K 0.03% 320
2023
Q4 		$403K Sell
20,099
-354
-2% -$6.97K 0.03% 313
2023
Q3 		$396K Buy
+20,453
New +$361K 0.03% 294

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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
PH
Permira Holdings St. Peter Port, Guernsey $2.04B AUM 4.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Equitable Trust's CWAN Position: Q4 2024 in Review

Equitable Trust sold out of Clearwater Analytics (CWAN) in Q4 2024, closing a stake of 24,761 shares — an estimated $625K sold.

Equitable Trust first reported a position in CWAN in Q3 2023 and held it in 5 quarters. The position peaked at $625K in Q3 2024. 353 funds tracked by Wall St. Rank hold CWAN as of Q4 2024.

  • Equitable Trust reported no remaining Clearwater Analytics position as of Q4 2024 after selling out during the quarter.
  • Equitable Trust sold 24,761 Clearwater Analytics shares in Q4 2024, an estimated $625K.
  • Equitable Trust first reported a position in Clearwater Analytics in Q3 2023 and held it in 5 quarters.
  • Equitable Trust's Clearwater Analytics position peaked at $625K in Q3 2024.
  • 353 funds tracked by Wall St. Rank held Clearwater Analytics as of Q4 2024.

Based on Equitable Trust's 13F filing for Q4 2024, filed 28 Jan 2025.