A detailed history of Vestmark Advisory Solutions, Inc. transactions in Clearwater Analytics Holdings, Inc. stock. As of the latest transaction made, Vestmark Advisory Solutions, Inc. holds 73,216 shares of CWAN stock, worth $1.39 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
73,216
Previous 65,216 12.27%
Holding current value
$1.39 Million
Previous $1.31 Million 0.84%
% of portfolio
0.06%
Previous 0.07%

Shares

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

May 15, 2024

BUY
$16.39 - $20.09 $131,120 - $160,720
8,000 Added 12.27%
73,216 $1.3 Million
Q4 2023

Feb 06, 2024

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

Nov 06, 2023

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

Aug 07, 2023

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

May 09, 2023

BUY
$13.66 - $19.7 $54,803 - $79,036
4,012 Added 11.47%
38,996 $622,000
Q4 2022

Jan 20, 2023

SELL
$14.63 - $18.8 $52,843 - $67,905
-3,612 Reduced 9.36%
34,984 $0
Q3 2022

Nov 03, 2022

BUY
$12.11 - $17.01 $85,351 - $119,886
7,048 Added 22.34%
38,596 $648,000
Q2 2022

Aug 04, 2022

BUY
$12.04 - $21.33 $76,791 - $136,042
6,378 Added 25.34%
31,548 $380,000
Q1 2022

Apr 27, 2022

SELL
$14.88 - $22.43 $803 - $1,211
-54 Reduced 0.21%
25,170 $529,000
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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