SWS
CWAN

SYSTM Wealth Solutions’s Clearwater Analytics CWAN Stock Holding History

SYSTM Wealth Solutions’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 		– Sell
-681
Closed -$12.6K – 224
2024
Q2 		$12.6K Hold
681
– – ﹤0.01% 443
2024
Q1 		$12K Buy
681
+399
+141% +$7.41K ﹤0.01% 759
2023
Q4 		$5.65K Buy
+282
New +$5.55K ﹤0.01% 878

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 $5.01B AUM 6.26% 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

SYSTM Wealth Solutions's CWAN Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Clearwater Analytics (CWAN) in Q3 2024, closing a stake of 681 shares — an estimated $12.6K sold.

SYSTM Wealth Solutions first reported a position in CWAN in Q4 2023 and held it in 3 quarters. The position peaked at $12.6K in Q2 2024. 265 funds tracked by Wall St. Rank hold CWAN as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Clearwater Analytics position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 681 Clearwater Analytics shares in Q3 2024, an estimated $12.6K.
  • SYSTM Wealth Solutions first reported a position in Clearwater Analytics in Q4 2023 and held it in 3 quarters.
  • SYSTM Wealth Solutions's Clearwater Analytics position peaked at $12.6K in Q2 2024.
  • 265 funds tracked by Wall St. Rank held Clearwater Analytics as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.