WSCM
CWAN

Wellington Shields Capital Management’s Clearwater Analytics CWAN Stock Holding History

Wellington Shields Capital 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
Q3 		– Sell
-16,000
Closed -$296K – 316
2024
Q2 		$296K Hold
16,000
– – 0.05% 198
2024
Q1 		$283K Buy
+16,000
New +$297K 0.05% 206

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WA
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Kayne Anderson Rudnick Investment Management
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William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
CCA
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BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Artisan Partners
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AllianceBernstein
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Wellington Shields Capital Management's CWAN Position: Q3 2024 in Review

Wellington Shields Capital Management sold out of Clearwater Analytics (CWAN) in Q3 2024, closing a stake of 16,000 shares — an estimated $296K sold.

Wellington Shields Capital Management first reported a position in CWAN in Q1 2024 and held it in 2 quarters. The position peaked at $296K in Q2 2024. 265 funds tracked by Wall St. Rank hold CWAN as of Q3 2024.

  • Wellington Shields Capital Management reported no remaining Clearwater Analytics position as of Q3 2024 after selling out during the quarter.
  • Wellington Shields Capital Management sold 16,000 Clearwater Analytics shares in Q3 2024, an estimated $296K.
  • Wellington Shields Capital Management first reported a position in Clearwater Analytics in Q1 2024 and held it in 2 quarters.
  • Wellington Shields Capital Management's Clearwater Analytics position peaked at $296K in Q2 2024.
  • 265 funds tracked by Wall St. Rank held Clearwater Analytics as of Q3 2024.

Based on Wellington Shields Capital Management's 13F filing for Q3 2024, filed 13 Nov 2024.