FinTrust Capital Advisors’s Clearwater Analytics CWAN Stock Holding History

FinTrust Capital Advisors’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 Q3	–	Sell	-207	Closed	-$3.88K	–	1253
2023 Q2	$3.88K	Hold	207	–	–	﹤0.01%	910
2023 Q1	$3.88K	Hold	207	–	–	﹤0.01%	904
2022 Q4	$3.88K	Sell	207 -490	-70%	-$8.48K	﹤0.01%	901
2022 Q3	$11K	Buy	697 +23	+3%	+$335	﹤0.01%	845
2022 Q2	$9K	Buy	674 +410	+155%	+$6.63K	﹤0.01%	905
2022 Q1	$6K	Buy	+264	New	+$4.94K	﹤0.01%	1034

Other funds holding CWAN

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return

FinTrust Capital Advisors's CWAN Position: Q3 2023 in Review

FinTrust Capital Advisors sold out of Clearwater Analytics (CWAN) in Q3 2023, closing a stake of 207 shares — an estimated $3.88K sold.

FinTrust Capital Advisors first reported a position in CWAN in Q1 2022 and held it in 6 quarters. The position peaked at $11K in Q3 2022. 139 funds tracked by Wall St. Rank hold CWAN as of Q3 2023.

FinTrust Capital Advisors reported no remaining Clearwater Analytics position as of Q3 2023 after selling out during the quarter.
FinTrust Capital Advisors sold 207 Clearwater Analytics shares in Q3 2023, an estimated $3.88K.
FinTrust Capital Advisors first reported a position in Clearwater Analytics in Q1 2022 and held it in 6 quarters.
FinTrust Capital Advisors's Clearwater Analytics position peaked at $11K in Q3 2022.
139 funds tracked by Wall St. Rank held Clearwater Analytics as of Q3 2023.

Based on FinTrust Capital Advisors's 13F filing for Q3 2023, filed 24 Oct 2023.