JP Morgan Private Wealth Advisors’s Clearwater Analytics CWAN Stock Holding History

JP Morgan Private Wealth 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	$575K	Sell	29,727 -4,881	-14%	-$86.1K	﹤0.01%	1190
2023 Q2	$549K	Sell	34,608 -14,770	-30%	-$233K	﹤0.01%	992
2023 Q1	$788K	Sell	49,378 -2,750	-5%	-$48.1K	﹤0.01%	1278
2022 Q4	$977K	Buy	52,128 +7,897	+18%	+$137K	﹤0.01%	1158
2022 Q3	$743K	Sell	44,231 -538	-1%	-$7.85K	﹤0.01%	1284
2022 Q2	$539K	Buy	44,769 +14,615	+48%	+$236K	﹤0.01%	1432
2022 Q1	$633K	Buy	+30,154	New	+$564K	﹤0.01%	1424

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 $500M AUM 25.3% 1-Year Est. Return

JP Morgan Private Wealth Advisors's CWAN Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its Clearwater Analytics (CWAN) stake by 14% in Q3 2023, selling an estimated $86.1K and leaving 29,727 shares worth $575K. The position accounts for ﹤0.01% of the portfolio, ranked #1190.

JP Morgan Private Wealth Advisors first reported a position in CWAN in Q1 2022 and has held it in 7 quarters since. The position peaked at $977K in Q4 2022. 139 funds tracked by Wall St. Rank hold CWAN as of Q3 2023.

JP Morgan Private Wealth Advisors held 29,727 shares of Clearwater Analytics worth $575K as of Q3 2023.
JP Morgan Private Wealth Advisors sold 4,881 Clearwater Analytics shares in Q3 2023, an estimated $86.1K.
Clearwater Analytics made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1190 holding.
JP Morgan Private Wealth Advisors first reported a position in Clearwater Analytics in Q1 2022 and has held it in 7 quarters since.
JP Morgan Private Wealth Advisors's Clearwater Analytics position peaked at $977K in Q4 2022.
139 funds tracked by Wall St. Rank held Clearwater Analytics as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.