A detailed history of New Edge Wealth, LLC transactions in Clearwater Analytics Holdings, Inc. stock. As of the latest transaction made, New Edge Wealth, LLC holds 73,454 shares of CWAN stock, worth $1.4 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
73,454
Previous 65,216 12.63%
Holding current value
$1.4 Million
Previous $1.31 Million 0.54%
% of portfolio
0.03%
Previous 0.03%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 06, 2024

BUY
$16.39 - $20.09 $135,020 - $165,501
8,238 Added 12.63%
73,454 $1.3 Million
Q4 2023

Jan 29, 2024

BUY
$17.93 - $21.31 $517,065 - $614,537
28,838 Added 79.27%
65,216 $1.31 Million
Q3 2023

Nov 08, 2023

SELL
$15.41 - $19.91 $38,602 - $49,874
-2,505 Reduced 6.44%
36,378 $703,000
Q2 2023

Aug 09, 2023

SELL
$14.36 - $16.8 $1,622 - $1,898
-113 Reduced 0.29%
38,883 $617,000
Q1 2023

May 08, 2023

BUY
$13.66 - $19.7 $51,088 - $73,678
3,740 Added 10.61%
38,996 $622,000
Q4 2022

Feb 14, 2023

SELL
$14.63 - $18.8 $48,864 - $62,792
-3,340 Reduced 8.65%
35,256 $661,000
Q3 2022

Nov 14, 2022

BUY
$12.11 - $17.01 $34,404 - $48,325
2,841 Added 7.95%
38,596 $648,000
Q2 2022

Aug 09, 2022

BUY
$12.04 - $21.33 $124,397 - $220,381
10,332 Added 40.64%
35,755 $430,000
Q1 2022

May 10, 2022

BUY
$14.88 - $22.43 $2,961 - $4,463
199 Added 0.79%
25,423 $534,000
Q4 2021

Jan 31, 2022

BUY
$19.76 - $26.26 $498,426 - $662,382
25,224 New
25,224 $580,000

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 $1.1B
  • 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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