PFS
CWAN

Prospera Financial Services’s Clearwater Analytics CWAN Stock Holding History

Prospera Financial Services’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
2022
Q2 		– Sell
-220
Closed -$5K – 1813
2022
Q1 		$5K Buy
+220
New +$4.11K ﹤0.01% 2257

Other funds holding CWAN

DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 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
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Prospera Financial Services's CWAN Position: Q2 2022 in Review

Prospera Financial Services sold out of Clearwater Analytics (CWAN) in Q2 2022, closing a stake of 220 shares — an estimated $5K sold.

Prospera Financial Services first reported a position in CWAN in Q1 2022 and held it in 1 quarter. The position peaked at $5K in Q1 2022. 112 funds tracked by Wall St. Rank hold CWAN as of Q2 2022.

  • Prospera Financial Services reported no remaining Clearwater Analytics position as of Q2 2022 after selling out during the quarter.
  • Prospera Financial Services sold 220 Clearwater Analytics shares in Q2 2022, an estimated $5K.
  • Prospera Financial Services first reported a position in Clearwater Analytics in Q1 2022 and held it in 1 quarter.
  • Prospera Financial Services's Clearwater Analytics position peaked at $5K in Q1 2022.
  • 112 funds tracked by Wall St. Rank held Clearwater Analytics as of Q2 2022.

Based on Prospera Financial Services's 13F filing for Q2 2022, filed 8 Aug 2022.