BFA
CCC

BBJS Financial Advisors’s CCC Intelligent Solutions CCC Stock Holding History

BBJS Financial Advisors’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
2024
Q3 		$774K Hold
70,000
– – 0.28% 31
2024
Q2 		$778K Hold
70,000
– – 0.29% 27
2024
Q1 		$837K Hold
70,000
– – 0.3% 36
2023
Q4 		$797K Sell
70,000
-5,000
-7% -$58.4K 0.28% 36
2023
Q3 		$1M Buy
+75,000
New +$823K 0.38% 29

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
OHCM
Oak Hill Capital Management New York $310M AUM 17.23% 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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

BBJS Financial Advisors's CCC Position: Q3 2024 in Review

BBJS Financial Advisors held its CCC Intelligent Solutions (CCC) position steady in Q3 2024 at 70,000 shares worth $774K. The position accounts for 0.28% of the portfolio, ranked #31.

BBJS Financial Advisors first reported a position in CCC in Q3 2023 and has held it in 5 quarters since. The position peaked at $1M in Q3 2023. 295 funds tracked by Wall St. Rank hold CCC as of Q3 2024.

  • BBJS Financial Advisors held 70,000 shares of CCC Intelligent Solutions worth $774K as of Q3 2024.
  • BBJS Financial Advisors left its CCC Intelligent Solutions share count unchanged in Q3 2024.
  • CCC Intelligent Solutions made up 0.28% of BBJS Financial Advisors's portfolio in Q3 2024, its #31 holding.
  • BBJS Financial Advisors first reported a position in CCC Intelligent Solutions in Q3 2023 and has held it in 5 quarters since.
  • BBJS Financial Advisors's CCC Intelligent Solutions position peaked at $1M in Q3 2023.
  • 295 funds tracked by Wall St. Rank held CCC Intelligent Solutions as of Q3 2024.

Based on BBJS Financial Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.