Private Advisory »

Clearw.a.hld. shares owned by Private Advisory

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

Historical chart of Private Advisory investment in Clearw.a.hld.

Tip: Access up to 7 years of quarterly data

All positions including Clearw.a.hld. held by Private Advisory 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 Private Advisory

Quarter filed Position value Share count Share price at filing
2024-12-31 $790k 29k 27.52

More positions owned by Private Advisory

Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Amazon (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Alphabet Cap Stk Cl C (GOOG)
Meta Platforms Cl A (META)
Broadcom (AVGO)
Ishares Msci Equal Weite (EUSA)
Tesla Motors (TSLA)
Ishares Msci Sth Kor Etf (EWY)
Micron Technology (MU)
Costco Wholesale Corporation (COST)
Netflix (NFLX)
Ishares Tr 0-3 Mnth Treasry (SGOV)

View all positions for Private Advisory

Top funds holding Clearw.a.hld.

Vanguard Group
BlackRock
Wellington Management Company
Daniel D. Thurber
William Blair Investment Management
Bamco
William Blair $ Company
Jpmorgan Chase & Co
Conestoga Capital Advisors
Geode Capital Management
State Street Corporation
HMI Capital
Macquarie Group
UBS Group
Blackstone Group

View all funds holding Clearw.a.hld.