Pathstone Holdings »

Clearw.a.hld. shares owned by Pathstone Holdings

Quarter-by-quarter ownership of Clearw.a.hld. (CWAN) shares owned by Pathstone Holdings from 13F filings

Historical chart of Pathstone Holdings investment in Clearw.a.hld.

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Clearw.a.hld. by Pathstone Holdings

Quarter filed Position value Share count Share price at filing
2023-12-31 $302k 15k 20.04

More positions owned by Pathstone Holdings

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Crowdstrike Hldgs Cl A (CRWD)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Rus 1000 Etf (IWB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Large Cap Etf (VV)
Coca-Cola Company (KO)
Amazon (AMZN)
Ishares Tr Russell 2000 Etf (IWM)

View all positions for Pathstone Holdings

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.