TWM
CWAN

Tradition Wealth Management’s Clearwater Analytics CWAN Stock Holding History

Tradition Wealth Management’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
Q1 		– Sell
-559
Closed -$11K – 562
2023
Q4 		$11K Hold
559
– – ﹤0.01% 973
2023
Q3 		$11K Hold
559
– – ﹤0.01% 987
2023
Q2 		$9K Hold
559
– – ﹤0.01% 1052
2023
Q1 		$9K Hold
559
– – ﹤0.01% 1014
2022
Q4 		$10K Hold
559
– – ﹤0.01% 904
2022
Q3 		$9K Buy
+559
New +$8.15K ﹤0.01% 943

Other funds holding CWAN

PH
Permira Holdings St. Peter Port, Guernsey $2.04B AUM 4.57% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Tradition Wealth Management's CWAN Position: Q1 2024 in Review

Tradition Wealth Management sold out of Clearwater Analytics (CWAN) in Q1 2024, closing a stake of 559 shares — an estimated $11K sold.

Tradition Wealth Management first reported a position in CWAN in Q3 2022 and held it in 6 quarters. The position peaked at $11K in Q4 2023. 211 funds tracked by Wall St. Rank hold CWAN as of Q1 2024.

  • Tradition Wealth Management reported no remaining Clearwater Analytics position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 559 Clearwater Analytics shares in Q1 2024, an estimated $11K.
  • Tradition Wealth Management first reported a position in Clearwater Analytics in Q3 2022 and held it in 6 quarters.
  • Tradition Wealth Management's Clearwater Analytics position peaked at $11K in Q4 2023.
  • 211 funds tracked by Wall St. Rank held Clearwater Analytics as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.