A detailed history of Allworth Financial LP transactions in Clearwater Analytics Holdings, Inc. stock. As of the latest transaction made, Allworth Financial LP holds 154 shares of CWAN stock, worth $4,695. This represents 0.0% of its overall portfolio holdings.

Number of Shares
154
Previous 169 8.88%
Holding current value
$4,695
Previous $3,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024

SELL
$17.83 - $25.84 $267 - $387
-15 Reduced 8.88%
154 $3,000
Q2 2024

Jul 23, 2024

BUY
$15.78 - $20.2 $1,546 - $1,979
98 Added 138.03%
169 $3,000
Q1 2024

Apr 25, 2024

BUY
$16.39 - $20.09 $852 - $1,044
52 Added 273.68%
71 $1,000
Q4 2023

Jan 24, 2024

BUY
$17.93 - $21.31 $215 - $255
12 Added 171.43%
19 $0
Q3 2023

Oct 31, 2023

BUY
$15.41 - $19.91 $107 - $139
7 New
7 $0

Others Institutions Holding CWAN

About Clearwater Analytics Holdings, Inc.


  • Ticker CWAN
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 57,669,200
  • Market Cap $1.76B
  • 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 Allworth Financial LP Portfolio

Follow Allworth Financial LP 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 Allworth Financial LP, based on Form 13F filings with the SEC.

News

Stay updated on Allworth Financial LP with notifications on news.