TWP
CWAN

Triad Wealth Partners’s Clearwater Analytics CWAN Stock Holding History

Triad Wealth Partners’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
-79
Closed -$1.46K – 240
2024
Q2 		$1.46K Buy
+79
New +$1.43K ﹤0.01% 812

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

Triad Wealth Partners's CWAN Position: Q3 2024 in Review

Triad Wealth Partners sold out of Clearwater Analytics (CWAN) in Q3 2024, closing a stake of 79 shares — an estimated $1.46K sold.

Triad Wealth Partners first reported a position in CWAN in Q2 2024 and held it in 1 quarter. The position peaked at $1.46K in Q2 2024. 265 funds tracked by Wall St. Rank hold CWAN as of Q3 2024.

  • Triad Wealth Partners reported no remaining Clearwater Analytics position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 79 Clearwater Analytics shares in Q3 2024, an estimated $1.46K.
  • Triad Wealth Partners first reported a position in Clearwater Analytics in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's Clearwater Analytics position peaked at $1.46K in Q2 2024.
  • 265 funds tracked by Wall St. Rank held Clearwater Analytics as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.