TCWP’s Clearwater Analytics CWAN Stock Holding History

TCWP’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	-205	Closed	-$4K	–	632
2022 Q1	$4K	Buy	+205	New	+$3.83K	﹤0.01%	1103

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 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 New York $1.56T AUM 27.86% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

TCWP's CWAN Position: Q2 2022 in Review

TCWP sold out of Clearwater Analytics (CWAN) in Q2 2022, closing a stake of 205 shares — an estimated $4K sold.

TCWP first reported a position in CWAN in Q1 2022 and held it in 1 quarter. The position peaked at $4K in Q1 2022. 112 funds tracked by Wall St. Rank hold CWAN as of Q2 2022.

TCWP reported no remaining Clearwater Analytics position as of Q2 2022 after selling out during the quarter.
TCWP sold 205 Clearwater Analytics shares in Q2 2022, an estimated $4K.
TCWP first reported a position in Clearwater Analytics in Q1 2022 and held it in 1 quarter.
TCWP's Clearwater Analytics position peaked at $4K in Q1 2022.
112 funds tracked by Wall St. Rank held Clearwater Analytics as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.