JFA
CWAN

JNBA Financial Advisors’s Clearwater Analytics CWAN Stock Holding History

JNBA Financial 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
Q2 		– Sell
-42
Closed -$671 – 714
2023
Q1 		$671 Buy
+42
New +$735 ﹤0.01% 693

Other funds holding CWAN

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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 $1.56T AUM 27.86% 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

JNBA Financial Advisors's CWAN Position: Q2 2023 in Review

JNBA Financial Advisors sold out of Clearwater Analytics (CWAN) in Q2 2023, closing a stake of 42 shares — an estimated $671 sold.

JNBA Financial Advisors first reported a position in CWAN in Q1 2023 and held it in 1 quarter. The position peaked at $671 in Q1 2023. 121 funds tracked by Wall St. Rank hold CWAN as of Q2 2023.

  • JNBA Financial Advisors reported no remaining Clearwater Analytics position as of Q2 2023 after selling out during the quarter.
  • JNBA Financial Advisors sold 42 Clearwater Analytics shares in Q2 2023, an estimated $671.
  • JNBA Financial Advisors first reported a position in Clearwater Analytics in Q1 2023 and held it in 1 quarter.
  • JNBA Financial Advisors's Clearwater Analytics position peaked at $671 in Q1 2023.
  • 121 funds tracked by Wall St. Rank held Clearwater Analytics as of Q2 2023.

Based on JNBA Financial Advisors's 13F filing for Q2 2023, filed 3 Aug 2023.