CWC
CCC

Carolinas Wealth Consulting’s CCC Intelligent Solutions CCC Stock Holding History

Carolinas Wealth Consulting’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
Q1 		– Sell
-152
Closed -$1.78K – 1028
2024
Q4 		$1.78K Buy
152
+56
+58% +$649 ﹤0.01% 851
2024
Q3 		$1.06K Sell
96
-9
-9% -$97 ﹤0.01% 916
2024
Q2 		$1.17K Hold
105
– – ﹤0.01% 885
2024
Q1 		$1.26K Buy
+105
New +$1.2K ﹤0.01% 859

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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

Carolinas Wealth Consulting's CCC Position: Q1 2025 in Review

Carolinas Wealth Consulting sold out of CCC Intelligent Solutions (CCC) in Q1 2025, closing a stake of 152 shares — an estimated $1.78K sold.

Carolinas Wealth Consulting first reported a position in CCC in Q1 2024 and held it in 4 quarters. The position peaked at $1.78K in Q4 2024. 337 funds tracked by Wall St. Rank hold CCC as of Q1 2025.

  • Carolinas Wealth Consulting reported no remaining CCC Intelligent Solutions position as of Q1 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 152 CCC Intelligent Solutions shares in Q1 2025, an estimated $1.78K.
  • Carolinas Wealth Consulting first reported a position in CCC Intelligent Solutions in Q1 2024 and held it in 4 quarters.
  • Carolinas Wealth Consulting's CCC Intelligent Solutions position peaked at $1.78K in Q4 2024.
  • 337 funds tracked by Wall St. Rank held CCC Intelligent Solutions as of Q1 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q1 2025, filed 14 Aug 2025.