A detailed history of Steward Partners Investment Advisory, LLC transactions in Clearwater Analytics Holdings, Inc. stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 16,909 shares of CWAN stock, worth $425,261. This represents 0.0% of its overall portfolio holdings.

Number of Shares
16,909
Previous 16,909 -0.0%
Holding current value
$425,261
Previous $299,000 4.68%
% of portfolio
0.0%
Previous 0.0%

Shares

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

May 15, 2024

SELL
$16.39 - $20.09 $47,350 - $58,040
-2,889 Reduced 14.59%
16,909 $299,000
Q4 2023

Feb 12, 2024

BUY
$17.93 - $21.31 $140,876 - $167,432
7,857 Added 65.8%
19,798 $396,000
Q3 2023

Nov 13, 2023

BUY
$15.41 - $19.91 $25,888 - $33,448
1,680 Added 16.37%
11,941 $230,000
Q2 2023

Aug 14, 2023

BUY
$14.36 - $16.8 $1,766 - $2,066
123 Added 1.21%
10,261 $162,000
Q1 2023

May 15, 2023

BUY
$13.66 - $19.7 $48,957 - $70,604
3,584 Added 54.68%
10,138 $161,000
Q4 2022

Feb 15, 2023

BUY
$14.63 - $18.8 $55,740 - $71,628
3,810 Added 138.85%
6,554 $122,000
Q1 2022

May 02, 2022

BUY
$14.88 - $22.43 $4,464 - $6,729
300 Added 12.27%
2,744 $58,000
Q4 2021

Feb 08, 2022

BUY
$19.76 - $26.26 $48,293 - $64,179
2,444 New
2,444 $56,000

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 $1.45B
  • 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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