RJT
CWAN

Raymond James Trust’s Clearwater Analytics CWAN Stock Holding History

Raymond James Trust’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 		$288K Sell
11,406
-166
-1% -$3.73K 0.01% 1061
2024
Q2 		$214K Sell
11,572
-135
-1% -$2.44K 0.01% 1159
2024
Q1 		$207K Buy
11,707
+430
+4% +$7.99K 0.01% 1177
2023
Q4 		$226K Buy
11,277
+409
+4% +$8.06K 0.01% 1083
2023
Q3 		$210K Sell
10,868
-80
-0.7% -$1.41K 0.01% 1061
2023
Q2 		$174K Buy
10,948
+173
+2% +$2.73K 0.01% 1130
2023
Q1 		$172K Buy
+10,775
New +$189K 0.01% 1089

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 Trust's CWAN Position: Q3 2024 in Review

Raymond James Trust reduced its Clearwater Analytics (CWAN) stake by 1.4% in Q3 2024, selling an estimated $3.73K and leaving 11,406 shares worth $288K. The position accounts for 0.01% of the portfolio, ranked #1061.

Raymond James Trust first reported a position in CWAN in Q1 2023 and has held it in 7 quarters since. 265 funds tracked by Wall St. Rank hold CWAN as of Q3 2024.

  • Raymond James Trust held 11,406 shares of Clearwater Analytics worth $288K as of Q3 2024.
  • Raymond James Trust sold 166 Clearwater Analytics shares in Q3 2024, an estimated $3.73K.
  • Clearwater Analytics made up 0.01% of Raymond James Trust's portfolio in Q3 2024, its #1061 holding.
  • Raymond James Trust first reported a position in Clearwater Analytics in Q1 2023 and has held it in 7 quarters since.
  • 265 funds tracked by Wall St. Rank held Clearwater Analytics as of Q3 2024.

Based on Raymond James Trust's 13F filing for Q3 2024, filed 12 Nov 2024.