CFGS
CCC

Concourse Financial Group Securities’s CCC Intelligent Solutions CCC Stock Holding History

Concourse Financial Group Securities’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
-734
Closed -$8.59K – 315
2024
Q4 		$8.59K Buy
734
+246
+50% +$2.85K ﹤0.01% 1753
2024
Q3 		$5.39K Sell
488
-71
-13% -$766 ﹤0.01% 1846
2024
Q2 		$6.21K Hold
559
– – ﹤0.01% 1817
2024
Q1 		$6.68K Sell
559
-10
-2% -$114 ﹤0.01% 1826
2023
Q4 		$6.48K Buy
+569
New +$6.64K ﹤0.01% 1785
2023
Q3 		– Sell
-39
Closed -$428 – 2319
2023
Q2 		$437 Buy
+39
New +$383 ﹤0.01% 2234

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

Concourse Financial Group Securities's CCC Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of CCC Intelligent Solutions (CCC) in Q1 2025, closing a stake of 734 shares — an estimated $8.59K sold.

Concourse Financial Group Securities first reported a position in CCC in Q2 2023 and held it in 6 quarters. The position peaked at $8.59K in Q4 2024. 337 funds tracked by Wall St. Rank hold CCC as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining CCC Intelligent Solutions position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 734 CCC Intelligent Solutions shares in Q1 2025, an estimated $8.59K.
  • Concourse Financial Group Securities first reported a position in CCC Intelligent Solutions in Q2 2023 and held it in 6 quarters.
  • Concourse Financial Group Securities's CCC Intelligent Solutions position peaked at $8.59K in Q4 2024.
  • 337 funds tracked by Wall St. Rank held CCC Intelligent Solutions as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.