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Clearw.a.hld. shares owned by Envestnet Asset Management

Quarter-by-quarter ownership of Clearw.a.hld. (CWAN) shares owned by Envestnet Asset Management from 13F filings

Historical chart of Envestnet Asset Management investment in Clearw.a.hld.

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

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Quarterly reported holdings in Clearw.a.hld. by Envestnet Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $9.2M 510k 18.02
2025-06-30 $13M 608k 21.93
2025-03-31 $9.8M 366k 26.80
2024-12-31 $12M 427k 27.52
2024-09-30 $9.4M 372k 25.25
2024-06-30 $5.2M 283k 18.52
2024-03-31 $4.9M 278k 17.69
2023-09-30 $3.8M 197k 19.34
2023-06-30 $1.6M 104k 15.87
2023-03-31 $1.3M 81k 15.96
2022-12-31 $1.7M 90k 18.75
2022-09-30 $1.2M 70k 16.79
2022-06-30 $662k 55k 12.05
2022-03-31 $725k 35k 21.01
2021-12-31 $299k 13k 22.96