A detailed history of Raymond James Trust N.A. transactions in Clearwater Analytics Holdings, Inc. stock. As of the latest transaction made, Raymond James Trust N.A. holds 11,572 shares of CWAN stock, worth $277,843. This represents 0.01% of its overall portfolio holdings.

Number of Shares
11,572
Previous 11,707 1.15%
Holding current value
$277,843
Previous $207,000 3.38%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jul 25, 2024

SELL
$15.78 - $20.2 $2,130 - $2,727
-135 Reduced 1.15%
11,572 $214,000
Q1 2024

Apr 24, 2024

BUY
$16.39 - $20.09 $7,047 - $8,638
430 Added 3.81%
11,707 $207,000
Q4 2023

Jan 10, 2024

BUY
$17.93 - $21.31 $7,333 - $8,715
409 Added 3.76%
11,277 $225,000
Q3 2023

Nov 14, 2023

SELL
$15.41 - $19.91 $1,232 - $1,592
-80 Reduced 0.73%
10,868 $210,000
Q2 2023

Aug 15, 2023

BUY
$14.36 - $16.8 $2,484 - $2,906
173 Added 1.61%
10,948 $174,000
Q1 2023

May 03, 2023

BUY
$13.66 - $19.7 $147,186 - $212,267
10,775 New
10,775 $172,000

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 $1.38B
  • 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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