LM Advisors’s Clearwater Analytics CWAN Stock Holding History

LM 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	–	Sell	-422	Closed	-$8.45K	–	322
2023 Q4	$8.45K	Buy	+422	New	+$8.31K	﹤0.01%	542

Other funds holding CWAN

Permira Holdings St. Peter Port, Guernsey $2.04B AUM 4.57% 1-Year Est. Return

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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 New York $33.1B AUM 11.16% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

LM Advisors's CWAN Position: Q1 2024 in Review

LM Advisors sold out of Clearwater Analytics (CWAN) in Q1 2024, closing a stake of 422 shares — an estimated $8.45K sold.

LM Advisors first reported a position in CWAN in Q4 2023 and held it in 1 quarter. The position peaked at $8.45K in Q4 2023. 211 funds tracked by Wall St. Rank hold CWAN as of Q1 2024.

LM Advisors reported no remaining Clearwater Analytics position as of Q1 2024 after selling out during the quarter.
LM Advisors sold 422 Clearwater Analytics shares in Q1 2024, an estimated $8.45K.
LM Advisors first reported a position in Clearwater Analytics in Q4 2023 and held it in 1 quarter.
LM Advisors's Clearwater Analytics position peaked at $8.45K in Q4 2023.
211 funds tracked by Wall St. Rank held Clearwater Analytics as of Q1 2024.

Based on LM Advisors's 13F filing for Q1 2024, filed 15 May 2024.