FDCC
CWAN

Foster Dykema Cabot & Co’s Clearwater Analytics CWAN Stock Holding History

Foster Dykema Cabot & Co’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
-393
Closed -$6K – 343
2023
Q2 		$6K Buy
+393
New +$6.2K ﹤0.01% 290

Other funds holding CWAN

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 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 $1.56T AUM 27.86% 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
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return

Foster Dykema Cabot & Co's CWAN Position: Q3 2023 in Review

Foster Dykema Cabot & Co sold out of Clearwater Analytics (CWAN) in Q3 2023, closing a stake of 393 shares — an estimated $6K sold.

Foster Dykema Cabot & Co first reported a position in CWAN in Q2 2023 and held it in 1 quarter. The position peaked at $6K in Q2 2023. 139 funds tracked by Wall St. Rank hold CWAN as of Q3 2023.

  • Foster Dykema Cabot & Co reported no remaining Clearwater Analytics position as of Q3 2023 after selling out during the quarter.
  • Foster Dykema Cabot & Co sold 393 Clearwater Analytics shares in Q3 2023, an estimated $6K.
  • Foster Dykema Cabot & Co first reported a position in Clearwater Analytics in Q2 2023 and held it in 1 quarter.
  • Foster Dykema Cabot & Co's Clearwater Analytics position peaked at $6K in Q2 2023.
  • 139 funds tracked by Wall St. Rank held Clearwater Analytics as of Q3 2023.

Based on Foster Dykema Cabot & Co's 13F filing for Q3 2023, filed 14 Nov 2023.