Advisor Group Holdings, Inc. Clearwater Analytics Holdings, Inc. Transaction History

Advisor Group Holdings, Inc.

  • $39.8 Billion
  • Q4 2024

A detailed history of Advisor Group Holdings, Inc. transactions in Clearwater Analytics Holdings, Inc. stock. As of the latest transaction made, Advisor Group Holdings, Inc. holds 37,098 shares of CWAN stock, worth $857,334. This represents 0.0% of its overall portfolio holdings.

Number of Shares
37,098
Previous 43,305 14.33%
Holding current value
$857,334
Previous $1.09 Million 6.68%
% of portfolio
0.0%
Previous 0.0%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
SELL
$24.92 - $32.79 $154,678 - $203,527
-6,207 Reduced 14.33%
37,098 $1.02 Million
Q3 2024

Nov 13, 2024
BUY
$17.83 - $25.84 $766,369 - $1.11 Million
42,982 Added 13307.12%
43,305 $1.09 Million
Q2 2024

Aug 13, 2024
SELL
$15.78 - $20.2 $2,051 - $2,626
-130 Reduced 28.7%
323 $5,000
Q1 2024

May 10, 2024
SELL
$16.39 - $20.09 $137,299 - $168,293
-8,377 Reduced 94.87%
453 $8,000
Q4 2023

Feb 12, 2024
SELL
$17.93 - $21.31 $112,851 - $134,125
-6,294 Reduced 41.62%
8,830 $176,000
Q3 2023

Nov 13, 2023
BUY
$15.41 - $19.91 $95,557 - $123,461
6,201 Added 69.49%
15,124 $292,000
Q2 2023

Aug 10, 2023
BUY
$14.36 - $16.8 $11,172 - $13,070
778 Added 9.55%
8,923 $141,000
Q1 2023

May 12, 2023
SELL
$13.66 - $19.7 $7,977 - $11,504
-584 Reduced 6.69%
8,145 $129,000
Q4 2022

Feb 10, 2023
SELL
$14.63 - $18.8 $13,518 - $17,371
-924 Reduced 9.57%
8,729 $163,000
Q3 2022

Nov 14, 2022
SELL
$12.11 - $17.01 $605 - $850
-50 Reduced 0.52%
9,653 $161,000
Q2 2022

Aug 10, 2022
BUY
$12.04 - $21.33 $34,675 - $61,430
2,880 Added 42.21%
9,703 $117,000
Q1 2022

May 04, 2022
BUY
$14.88 - $22.43 $100,038 - $150,796
6,723 Added 6723.0%
6,823 $143,000
Q3 2021

Nov 05, 2021
BUY
$25.21 - $26.2 $2,521 - $2,620
100 New
100 $3,000

About Clearwater Analytics Holdings, Inc.

CWAN Quotes by TradingView
  • Ticker CWAN
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 57,669,200
  • Market Cap $1.33B
  • Description
  • Clearwater Analytics Holdings, Inc. develops and provides a Software-as-a-Service solution for automated investment data aggregation, reconciliation, accounting, and reporting services to insurers, investment managers, corporations, institutional investors, and government entities. The company offers investment accounting and reporting, performa...
More about CWAN
Track This Portfolio

Track Advisor Group Holdings, Inc. Portfolio

Follow Advisor Group Holdings, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Advisor Group Holdings, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Advisor Group Holdings, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email