WC
CWAN

Weil Company’s Clearwater Analytics CWAN Stock Holding History

Weil Company’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
Q4 		– Sell
-24,827
Closed -$627K – 114
2024
Q3 		$627K Hold
24,827
– – 0.21% 82
2024
Q2 		$460K Buy
24,827
+13,072
+111% +$236K 0.17% 96
2024
Q1 		$208K Buy
+11,755
New +$218K 0.08% 145

Other funds holding CWAN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
PH
Permira Holdings St. Peter Port, Guernsey $2.04B AUM 4.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Weil Company's CWAN Position: Q4 2024 in Review

Weil Company sold out of Clearwater Analytics (CWAN) in Q4 2024, closing a stake of 24,827 shares — an estimated $627K sold.

Weil Company first reported a position in CWAN in Q1 2024 and held it in 3 quarters. The position peaked at $627K in Q3 2024. 353 funds tracked by Wall St. Rank hold CWAN as of Q4 2024.

  • Weil Company reported no remaining Clearwater Analytics position as of Q4 2024 after selling out during the quarter.
  • Weil Company sold 24,827 Clearwater Analytics shares in Q4 2024, an estimated $627K.
  • Weil Company first reported a position in Clearwater Analytics in Q1 2024 and held it in 3 quarters.
  • Weil Company's Clearwater Analytics position peaked at $627K in Q3 2024.
  • 353 funds tracked by Wall St. Rank held Clearwater Analytics as of Q4 2024.

Based on Weil Company's 13F filing for Q4 2024, filed 5 Feb 2025.