SIC
CWAN

Salem Investment Counselors’s Clearwater Analytics CWAN Stock Holding History

Salem Investment Counselors’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
2023
Q2 		– Sell
-36,650
Closed -$585K – 1163
2023
Q1 		$585K Buy
36,650
+12,600
+52% +$220K 0.02% 228
2022
Q4 		$451K Buy
24,050
+550
+2% +$9.53K 0.02% 249
2022
Q3 		$395K Buy
23,500
+6,000
+34% +$87.5K 0.02% 250
2022
Q2 		$211K Buy
+17,500
New +$283K 0.01% 314

Other funds holding CWAN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Salem Investment Counselors's CWAN Position: Q2 2023 in Review

Salem Investment Counselors sold out of Clearwater Analytics (CWAN) in Q2 2023, closing a stake of 36,650 shares — an estimated $585K sold.

Salem Investment Counselors first reported a position in CWAN in Q2 2022 and held it in 4 quarters. The position peaked at $585K in Q1 2023. 121 funds tracked by Wall St. Rank hold CWAN as of Q2 2023.

  • Salem Investment Counselors reported no remaining Clearwater Analytics position as of Q2 2023 after selling out during the quarter.
  • Salem Investment Counselors sold 36,650 Clearwater Analytics shares in Q2 2023, an estimated $585K.
  • Salem Investment Counselors first reported a position in Clearwater Analytics in Q2 2022 and held it in 4 quarters.
  • Salem Investment Counselors's Clearwater Analytics position peaked at $585K in Q1 2023.
  • 121 funds tracked by Wall St. Rank held Clearwater Analytics as of Q2 2023.

Based on Salem Investment Counselors's 13F filing for Q2 2023, filed 19 Jul 2023.