RJA
CWAN

Raymond James & Associates’s Clearwater Analytics CWAN Stock Holding History

Raymond James & Associates’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
Q3 		$16.6M Buy
658,579
+9,976
+2% +$224K 0.01% 925
2024
Q2 		$12M Buy
648,603
+4,602
+0.7% +$83K 0.01% 1059
2024
Q1 		$11.4M Buy
644,001
+22,970
+4% +$427K 0.01% 1081
2023
Q4 		$12.4M Buy
621,031
+183,899
+42% +$3.62M 0.01% 986
2023
Q3 		$8.45M Sell
437,132
-11,156
-2% -$197K 0.01% 1145
2023
Q2 		$7.11M Sell
448,288
-10,479
-2% -$165K 0.01% 1262
2023
Q1 		$7.32M Buy
458,767
+124,064
+37% +$2.17M 0.01% 1222
2022
Q4 		$6.28M Buy
334,703
+60,419
+22% +$1.05M 0.01% 1265
2022
Q3 		$4.61M Buy
274,284
+204,959
+296% +$2.99M ﹤0.01% 1427
2022
Q2 		$835K Buy
+69,325
New +$1.12M ﹤0.01% 2567
2022
Q1 		– Sell
-196,329
Closed -$4.51M – 4149
2021
Q4 		$4.51M Buy
+196,329
New +$4.44M ﹤0.01% 1624

Other funds holding CWAN

PH
Permira Holdings St. Peter Port, Guernsey $2.04B AUM 4.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Raymond James & Associates's CWAN Position: Q3 2024 in Review

Raymond James & Associates increased its Clearwater Analytics (CWAN) stake by 1.5% in Q3 2024, buying an estimated $224K and bringing the position to 658,579 shares worth $16.6M. The position accounts for 0.01% of the portfolio, ranked #925.

Raymond James & Associates first reported a position in CWAN in Q4 2021 and has held it in 11 quarters since. 265 funds tracked by Wall St. Rank hold CWAN as of Q3 2024.

  • Raymond James & Associates held 658,579 shares of Clearwater Analytics worth $16.6M as of Q3 2024.
  • Raymond James & Associates bought 9,976 Clearwater Analytics shares in Q3 2024, an estimated $224K.
  • Clearwater Analytics made up 0.01% of Raymond James & Associates's portfolio in Q3 2024, its #925 holding.
  • Raymond James & Associates first reported a position in Clearwater Analytics in Q4 2021 and has held it in 11 quarters since.
  • 265 funds tracked by Wall St. Rank held Clearwater Analytics as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.