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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
2024-12-31 $441k 16k 27.52
2024-09-30 $451k 18k 25.25
2024-06-30 $324k 18k 18.52
2024-03-31 $260k 15k 17.69
2023-12-31 $299k 15k 20.03

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Top funds holding Clearw.a.hld.

Vanguard Group
Daniel D. Thurber
BlackRock
Kayne Anderson Rudnick Investment Management
William Blair Investment Management
Conestoga Capital Advisors
Bamco
Artisan Partners Limited Partnership
Alliancebernstein
Invesco
Capital World Investors
State Street Corporation
Balyasny Asset Management
Geode Capital Management
Loomis, Sayles and

View all funds holding Clearw.a.hld.