KIA
CWAN

KLR Investment Advisors’s Clearwater Analytics CWAN Stock Holding History

KLR Investment 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
2024
Q1 		$258K Sell
15,642
-1,297
-8% -$24.1K 0.19% 155
2023
Q4 		$339K Buy
16,939
+801
+5% +$15.8K 0.25% 125
2023
Q3 		$258K Sell
16,138
-511
-3% -$9.01K 0.23% 146
2023
Q2 		$264K Sell
16,649
-352
-2% -$5.56K 0.22% 153
2023
Q1 		$271K Sell
17,001
-871
-5% -$15.2K 0.24% 143
2022
Q4 		$335K Buy
+17,872
New +$309K 0.28% 122

Other funds holding CWAN

PH
Permira Holdings St. Peter Port, Guernsey $2.04B AUM 4.57% 1-Year Est. Return
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
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
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

KLR Investment Advisors's CWAN Position: Q1 2024 in Review

KLR Investment Advisors reduced its Clearwater Analytics (CWAN) stake by 7.7% in Q1 2024, selling an estimated $24.1K and leaving 15,642 shares worth $258K. The position accounts for 0.19% of the portfolio, ranked #155.

KLR Investment Advisors first reported a position in CWAN in Q4 2022 and has held it in 6 quarters since. The position peaked at $339K in Q4 2023. 211 funds tracked by Wall St. Rank hold CWAN as of Q1 2024.

  • KLR Investment Advisors held 15,642 shares of Clearwater Analytics worth $258K as of Q1 2024.
  • KLR Investment Advisors sold 1,297 Clearwater Analytics shares in Q1 2024, an estimated $24.1K.
  • Clearwater Analytics made up 0.19% of KLR Investment Advisors's portfolio in Q1 2024, its #155 holding.
  • KLR Investment Advisors first reported a position in Clearwater Analytics in Q4 2022 and has held it in 6 quarters since.
  • KLR Investment Advisors's Clearwater Analytics position peaked at $339K in Q4 2023.
  • 211 funds tracked by Wall St. Rank held Clearwater Analytics as of Q1 2024.

Based on KLR Investment Advisors's 13F filing for Q1 2024, filed 23 Apr 2024.