TCWA
CWAN

Turtle Creek Wealth Advisors’s Clearwater Analytics CWAN Stock Holding History

Turtle Creek Wealth Advisors’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
-114
Closed -$2.28K – 341
2023
Q4 		$2.28K Buy
+114
New +$2.25K ﹤0.01% 765

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

Turtle Creek Wealth Advisors's CWAN Position: Q1 2024 in Review

Turtle Creek Wealth Advisors sold out of Clearwater Analytics (CWAN) in Q1 2024, closing a stake of 114 shares — an estimated $2.28K sold.

Turtle Creek Wealth Advisors first reported a position in CWAN in Q4 2023 and held it in 1 quarter. The position peaked at $2.28K in Q4 2023. 211 funds tracked by Wall St. Rank hold CWAN as of Q1 2024.

  • Turtle Creek Wealth Advisors reported no remaining Clearwater Analytics position as of Q1 2024 after selling out during the quarter.
  • Turtle Creek Wealth Advisors sold 114 Clearwater Analytics shares in Q1 2024, an estimated $2.28K.
  • Turtle Creek Wealth Advisors first reported a position in Clearwater Analytics in Q4 2023 and held it in 1 quarter.
  • Turtle Creek Wealth Advisors's Clearwater Analytics position peaked at $2.28K in Q4 2023.
  • 211 funds tracked by Wall St. Rank held Clearwater Analytics as of Q1 2024.

Based on Turtle Creek Wealth Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.