AG
CCLD icon

Advisor Group’s CareCloud CCLD Stock Holding History

Advisor Group’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
2019
Q4 		$0 Hold
100
– – ﹤0.01% 5315
2019
Q3 		$0 Hold
100
– – ﹤0.01% 5279
2019
Q2 		$1K Buy
+100
New +$494 ﹤0.01% 5076

Other funds holding CCLD

PAWC
P.A.W. Capital Greenwich, Connecticut $36.7M AUM 6.81% 1-Year Est. Return
CCM
Cadence Capital Management Boston, Massachusetts $415M AUM 11.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HW
Hancock Whitney Gulfport, Mississippi $5.75B AUM 24.3% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Advisor Group's CCLD Position: Q4 2019 in Review

Advisor Group held its CareCloud (CCLD) position steady in Q4 2019 at 100 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #5315.

Advisor Group first reported a position in CCLD in Q2 2019 and has held it in 3 quarters since. The position peaked at $1K in Q2 2019. 19 funds tracked by Wall St. Rank hold CCLD as of Q4 2019.

  • Advisor Group held 100 shares of CareCloud worth $0 as of Q4 2019.
  • Advisor Group left its CareCloud share count unchanged in Q4 2019.
  • CareCloud made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #5315 holding.
  • Advisor Group first reported a position in CareCloud in Q2 2019 and has held it in 3 quarters since.
  • Advisor Group's CareCloud position peaked at $1K in Q2 2019.
  • 19 funds tracked by Wall St. Rank held CareCloud as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.