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Axxcess Wealth Management’s CareCloud CCLD Stock Holding History

Axxcess 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
Q2 		– Sell
-29,342
Closed -$40.8K – 886
2025
Q1 		$40.8K Buy
+29,342
New +$86.4K ﹤0.01% 841

Other funds holding CCLD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Axxcess Wealth Management's CCLD Position: Q2 2025 in Review

Axxcess Wealth Management sold out of CareCloud (CCLD) in Q2 2025, closing a stake of 29,342 shares — an estimated $40.8K sold.

Axxcess Wealth Management first reported a position in CCLD in Q1 2025 and held it in 1 quarter. The position peaked at $40.8K in Q1 2025. 46 funds tracked by Wall St. Rank hold CCLD as of Q2 2025.

  • Axxcess Wealth Management reported no remaining CareCloud position as of Q2 2025 after selling out during the quarter.
  • Axxcess Wealth Management sold 29,342 CareCloud shares in Q2 2025, an estimated $40.8K.
  • Axxcess Wealth Management first reported a position in CareCloud in Q1 2025 and held it in 1 quarter.
  • Axxcess Wealth Management's CareCloud position peaked at $40.8K in Q1 2025.
  • 46 funds tracked by Wall St. Rank held CareCloud as of Q2 2025.

Based on Axxcess Wealth Management's 13F filing for Q2 2025, filed 28 Jul 2025.