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Advisory Research’s Consensus Cloud Solutions CCSI Stock Holding History

Advisory Research’s Portfolio CCSI Stock Details CCSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-8,239
Closed -$281K – 440
2023
Q1 		$281K Sell
8,239
-171
-2% -$8.23K 0.05% 296
2022
Q4 		$452K Buy
+8,410
New +$458K 0.04% 260

Other funds holding CCSI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GCM
Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Advisory Research's CCSI Position: Q2 2023 in Review

Advisory Research sold out of Consensus Cloud Solutions (CCSI) in Q2 2023, closing a stake of 8,239 shares — an estimated $281K sold.

Advisory Research first reported a position in CCSI in Q4 2022 and held it in 2 quarters. The position peaked at $452K in Q4 2022. 142 funds tracked by Wall St. Rank hold CCSI as of Q2 2023.

  • Advisory Research reported no remaining Consensus Cloud Solutions position as of Q2 2023 after selling out during the quarter.
  • Advisory Research sold 8,239 Consensus Cloud Solutions shares in Q2 2023, an estimated $281K.
  • Advisory Research first reported a position in Consensus Cloud Solutions in Q4 2022 and held it in 2 quarters.
  • Advisory Research's Consensus Cloud Solutions position peaked at $452K in Q4 2022.
  • 142 funds tracked by Wall St. Rank held Consensus Cloud Solutions as of Q2 2023.

Based on Advisory Research's 13F filing for Q2 2023, filed 14 Aug 2023.