A detailed history of Private Trust CO Na transactions in Clearwater Analytics Holdings, Inc. stock. As of the latest transaction made, Private Trust CO Na holds 602 shares of CWAN stock, worth $16,970. This represents 0.0% of its overall portfolio holdings.

Number of Shares
602
Previous 725 16.97%
Holding current value
$16,970
Previous $13,000 15.38%
% of portfolio
0.0%
Previous 0.0%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

SELL
$17.83 - $25.84 $2,193 - $3,178
-123 Reduced 16.97%
602 $15,000
Q2 2024

Jul 23, 2024

BUY
$15.78 - $20.2 $1,057 - $1,353
67 Added 10.18%
725 $13,000
Q1 2024

Apr 24, 2024

SELL
$16.39 - $20.09 $2,671 - $3,274
-163 Reduced 19.85%
658 $11,000
Q4 2023

Jan 24, 2024

BUY
$17.93 - $21.31 $537 - $639
30 Added 3.79%
821 $16,000
Q3 2023

Oct 18, 2023

BUY
$15.41 - $19.91 $138 - $179
9 Added 1.15%
791 $15,000
Q2 2023

Jul 28, 2023

BUY
$14.36 - $16.8 $818 - $957
57 Added 7.86%
782 $12,000
Q1 2023

Apr 12, 2023

BUY
$13.66 - $19.7 $1,038 - $1,497
76 Added 11.71%
725 $11,000
Q4 2022

Jan 18, 2023

BUY
$14.63 - $18.8 $9,494 - $12,201
649 New
649 $0
Q2 2022

Sep 16, 2022

BUY
$12.04 - $21.33 $6,152 - $10,899
511 New
511 $6,000

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 $1.63B
  • 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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