MFG
CWAN

Merit Financial Group’s Clearwater Analytics CWAN Stock Holding History

Merit Financial Group’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
-19,443
Closed -$389K – 873
2023
Q4 		$389K Buy
+19,443
New +$383K 0.01% 547

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

Merit Financial Group's CWAN Position: Q1 2024 in Review

Merit Financial Group sold out of Clearwater Analytics (CWAN) in Q1 2024, closing a stake of 19,443 shares — an estimated $389K sold.

Merit Financial Group first reported a position in CWAN in Q4 2023 and held it in 1 quarter. The position peaked at $389K in Q4 2023. 211 funds tracked by Wall St. Rank hold CWAN as of Q1 2024.

  • Merit Financial Group reported no remaining Clearwater Analytics position as of Q1 2024 after selling out during the quarter.
  • Merit Financial Group sold 19,443 Clearwater Analytics shares in Q1 2024, an estimated $389K.
  • Merit Financial Group first reported a position in Clearwater Analytics in Q4 2023 and held it in 1 quarter.
  • Merit Financial Group's Clearwater Analytics position peaked at $389K in Q4 2023.
  • 211 funds tracked by Wall St. Rank held Clearwater Analytics as of Q1 2024.

Based on Merit Financial Group's 13F filing for Q1 2024, filed 6 May 2024.