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Clearw.a.hld. shares owned by Curated Wealth Partners

Quarter-by-quarter ownership of Clearw.a.hld. (CWAN) shares owned by Curated Wealth Partners from 13F filings

Historical chart of Curated Wealth Partners investment in Clearw.a.hld.

Tip: Access up to 7 years of quarterly data

All positions including Clearw.a.hld. held by Curated Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Clearw.a.hld. by Curated Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $260k 15k 17.69
2023-12-31 $299k 15k 20.03

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View all positions for Curated Wealth Partners

Top funds holding Clearw.a.hld.

Daniel D. Thurber
Vanguard Group
William Blair Investment Management
Conestoga Capital Advisors
Jpmorgan Chase & Co
Allspring Global Investments Holdings
Bamco
Artisan Partners Limited Partnership
Fred Alger Management
Alliancebernstein
Wellington Management Company
TimesSquare Capital Management
Henderson Group
Sei Investments
Wells Fargo & Company

View all funds holding Clearw.a.hld.