AW
CCC

Avion Wealth’s CCC Intelligent Solutions CCC Stock Holding History

Avion Wealth’s Portfolio CCC Stock Details CCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-92
Closed -$1K – 1216
2025
Q1 		$1K Hold
92
– – ﹤0.01% 821
2024
Q4 		$1K Buy
92
+46
+100% +$533 ﹤0.01% 818
2024
Q3 		$0 Buy
+46
New +$496 ﹤0.01% 1036

Other funds holding CCC

AI
Advent International Boston, Massachusetts $4.24B AUM 4.24% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

Avion Wealth's CCC Position: Q2 2025 in Review

Avion Wealth sold out of CCC Intelligent Solutions (CCC) in Q2 2025, closing a stake of 92 shares — an estimated $1K sold.

Avion Wealth first reported a position in CCC in Q3 2024 and held it in 3 quarters. The position peaked at $1K in Q1 2025. 337 funds tracked by Wall St. Rank hold CCC as of Q2 2025.

  • Avion Wealth reported no remaining CCC Intelligent Solutions position as of Q2 2025 after selling out during the quarter.
  • Avion Wealth sold 92 CCC Intelligent Solutions shares in Q2 2025, an estimated $1K.
  • Avion Wealth first reported a position in CCC Intelligent Solutions in Q3 2024 and held it in 3 quarters.
  • Avion Wealth's CCC Intelligent Solutions position peaked at $1K in Q1 2025.
  • 337 funds tracked by Wall St. Rank held CCC Intelligent Solutions as of Q2 2025.

Based on Avion Wealth's 13F filing for Q2 2025, filed 25 Jul 2025.