A detailed history of Captrust Financial Advisors transactions in Clearwater Analytics Holdings, Inc. stock. As of the latest transaction made, Captrust Financial Advisors holds 13,293 shares of CWAN stock, worth $395,998. This represents 0.0% of its overall portfolio holdings.

Number of Shares
13,293
Previous 13,023 2.07%
Holding current value
$395,998
Previous $230,000 6.96%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

BUY
$15.78 - $20.2 $4,260 - $5,454
270 Added 2.07%
13,293 $246,000
Q1 2024

May 15, 2024

SELL
$16.39 - $20.09 $35,566 - $43,595
-2,170 Reduced 14.28%
13,023 $230,000
Q4 2023

Feb 14, 2024

BUY
$17.93 - $21.31 $48,034 - $57,089
2,679 Added 21.41%
15,193 $304,000
Q3 2023

Nov 14, 2023

BUY
$15.41 - $19.91 $192,840 - $249,153
12,514 New
12,514 $242,000
Q2 2022

Aug 16, 2022

BUY
$12.04 - $21.33 $24,730 - $43,811
2,054 Added 77.13%
4,717 $57,000
Q1 2022

May 16, 2022

BUY
$14.88 - $22.43 $10,341 - $15,588
695 Added 35.32%
2,663 $56,000
Q3 2021

Nov 16, 2021

BUY
$25.21 - $26.2 $49,613 - $51,561
1,968 New
1,968 $50,000

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 $1.72B
  • 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
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