WWM
CWAN

Wolff Wiese Magana’s Clearwater Analytics CWAN Stock Holding History

Wolff Wiese Magana’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
2022
Q4 		– Sell
-793
Closed -$13K – 822
2022
Q3 		$13K Hold
793
– – 0.01% 456
2022
Q2 		$10K Hold
793
– – 0.01% 532
2022
Q1 		$17K Hold
793
– – 0.01% 448
2021
Q4 		$18K Hold
793
– – 0.01% 441
2021
Q3 		$20K Buy
+793
New +$20.4K 0.01% 418

Other funds holding CWAN

DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wolff Wiese Magana's CWAN Position: Q4 2022 in Review

Wolff Wiese Magana sold out of Clearwater Analytics (CWAN) in Q4 2022, closing a stake of 793 shares — an estimated $13K sold.

Wolff Wiese Magana first reported a position in CWAN in Q3 2021 and held it in 5 quarters. The position peaked at $20K in Q3 2021. 99 funds tracked by Wall St. Rank hold CWAN as of Q4 2022.

  • Wolff Wiese Magana reported no remaining Clearwater Analytics position as of Q4 2022 after selling out during the quarter.
  • Wolff Wiese Magana sold 793 Clearwater Analytics shares in Q4 2022, an estimated $13K.
  • Wolff Wiese Magana first reported a position in Clearwater Analytics in Q3 2021 and held it in 5 quarters.
  • Wolff Wiese Magana's Clearwater Analytics position peaked at $20K in Q3 2021.
  • 99 funds tracked by Wall St. Rank held Clearwater Analytics as of Q4 2022.

Based on Wolff Wiese Magana's 13F filing for Q4 2022, filed 9 Feb 2023.