VWM
CWAN

Venturi Wealth Management’s Clearwater Analytics CWAN Stock Holding History

Venturi 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
2023
Q4 		– Sell
-55
Closed -$1.06K – 1354
2023
Q3 		$1.06K Buy
+55
New +$970 ﹤0.01% 1288

Other funds holding CWAN

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WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

Venturi Wealth Management's CWAN Position: Q4 2023 in Review

Venturi Wealth Management sold out of Clearwater Analytics (CWAN) in Q4 2023, closing a stake of 55 shares — an estimated $1.06K sold.

Venturi Wealth Management first reported a position in CWAN in Q3 2023 and held it in 1 quarter. The position peaked at $1.06K in Q3 2023. 201 funds tracked by Wall St. Rank hold CWAN as of Q4 2023.

  • Venturi Wealth Management reported no remaining Clearwater Analytics position as of Q4 2023 after selling out during the quarter.
  • Venturi Wealth Management sold 55 Clearwater Analytics shares in Q4 2023, an estimated $1.06K.
  • Venturi Wealth Management first reported a position in Clearwater Analytics in Q3 2023 and held it in 1 quarter.
  • Venturi Wealth Management's Clearwater Analytics position peaked at $1.06K in Q3 2023.
  • 201 funds tracked by Wall St. Rank held Clearwater Analytics as of Q4 2023.

Based on Venturi Wealth Management's 13F filing for Q4 2023, filed 23 Jan 2024.