CWP
CCC

Concord Wealth Partners’s CCC Intelligent Solutions CCC Stock Holding History

Concord Wealth Partners’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
-111
Closed -$1.3K – 840
2024
Q4 		$1.3K Hold
111
– – ﹤0.01% 758
2024
Q3 		$1.23K Buy
+111
New +$1.2K ﹤0.01% 802

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

Concord Wealth Partners's CCC Position: Q1 2025 in Review

Concord Wealth Partners sold out of CCC Intelligent Solutions (CCC) in Q1 2025, closing a stake of 111 shares — an estimated $1.3K sold.

Concord Wealth Partners first reported a position in CCC in Q3 2024 and held it in 2 quarters. The position peaked at $1.3K in Q4 2024. 337 funds tracked by Wall St. Rank hold CCC as of Q1 2025.

  • Concord Wealth Partners reported no remaining CCC Intelligent Solutions position as of Q1 2025 after selling out during the quarter.
  • Concord Wealth Partners sold 111 CCC Intelligent Solutions shares in Q1 2025, an estimated $1.3K.
  • Concord Wealth Partners first reported a position in CCC Intelligent Solutions in Q3 2024 and held it in 2 quarters.
  • Concord Wealth Partners's CCC Intelligent Solutions position peaked at $1.3K in Q4 2024.
  • 337 funds tracked by Wall St. Rank held CCC Intelligent Solutions as of Q1 2025.

Based on Concord Wealth Partners's 13F filing for Q1 2025, filed 2 May 2025.