KWM
CWAN

Kolinsky Wealth Management’s Clearwater Analytics CWAN Stock Holding History

Kolinsky Wealth Management’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
Q4 		$253K Hold
9,192
– – 0.15% 129
2024
Q3 		$232K Buy
+9,192
New +$207K 0.15% 144

Other funds holding CWAN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
PH
Permira Holdings St. Peter Port, Guernsey $2.04B AUM 4.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Kolinsky Wealth Management's CWAN Position: Q4 2024 in Review

Kolinsky Wealth Management held its Clearwater Analytics (CWAN) position steady in Q4 2024 at 9,192 shares worth $253K. The position accounts for 0.15% of the portfolio, ranked #129.

Kolinsky Wealth Management first reported a position in CWAN in Q3 2024 and has held it in 2 quarters since. 353 funds tracked by Wall St. Rank hold CWAN as of Q4 2024.

  • Kolinsky Wealth Management held 9,192 shares of Clearwater Analytics worth $253K as of Q4 2024.
  • Kolinsky Wealth Management left its Clearwater Analytics share count unchanged in Q4 2024.
  • Clearwater Analytics made up 0.15% of Kolinsky Wealth Management's portfolio in Q4 2024, its #129 holding.
  • Kolinsky Wealth Management first reported a position in Clearwater Analytics in Q3 2024 and has held it in 2 quarters since.
  • 353 funds tracked by Wall St. Rank held Clearwater Analytics as of Q4 2024.

Based on Kolinsky Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.