AWM
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Abound Wealth Management’s CareCloud CCLD Stock Holding History

Abound Wealth Management’s Portfolio CCLD Stock Details CCLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-300
Closed -$963 – 1446
2025
Q3 		$963 Buy
+300
New +$869 ﹤0.01% 874

Other funds holding CCLD

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HIM
Hillsdale Investment Management Toronto, Ontario, Canada $3.68B AUM 62.12% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LCM
Legato Capital Management San Francisco, California $1.1B AUM 61.65% 1-Year Est. Return

Abound Wealth Management's CCLD Position: Q4 2025 in Review

Abound Wealth Management sold out of CareCloud (CCLD) in Q4 2025, closing a stake of 300 shares — an estimated $963 sold.

Abound Wealth Management first reported a position in CCLD in Q3 2025 and held it in 1 quarter. The position peaked at $963 in Q3 2025. 69 funds tracked by Wall St. Rank hold CCLD as of Q4 2025.

  • Abound Wealth Management reported no remaining CareCloud position as of Q4 2025 after selling out during the quarter.
  • Abound Wealth Management sold 300 CareCloud shares in Q4 2025, an estimated $963.
  • Abound Wealth Management first reported a position in CareCloud in Q3 2025 and held it in 1 quarter.
  • Abound Wealth Management's CareCloud position peaked at $963 in Q3 2025.
  • 69 funds tracked by Wall St. Rank held CareCloud as of Q4 2025.

Based on Abound Wealth Management's 13F filing for Q4 2025, filed 12 Jan 2026.