CWM
CCC

Congress Wealth Management’s CCC Intelligent Solutions CCC Stock Holding History

Congress Wealth Management’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
Q4 		– Sell
-24,104
Closed -$266K – 876
2024
Q3 		$266K Buy
+24,104
New +$260K ﹤0.01% 764

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
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
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Congress Wealth Management's CCC Position: Q4 2024 in Review

Congress Wealth Management sold out of CCC Intelligent Solutions (CCC) in Q4 2024, closing a stake of 24,104 shares — an estimated $266K sold.

Congress Wealth Management first reported a position in CCC in Q3 2024 and held it in 1 quarter. The position peaked at $266K in Q3 2024. 309 funds tracked by Wall St. Rank hold CCC as of Q4 2024.

  • Congress Wealth Management reported no remaining CCC Intelligent Solutions position as of Q4 2024 after selling out during the quarter.
  • Congress Wealth Management sold 24,104 CCC Intelligent Solutions shares in Q4 2024, an estimated $266K.
  • Congress Wealth Management first reported a position in CCC Intelligent Solutions in Q3 2024 and held it in 1 quarter.
  • Congress Wealth Management's CCC Intelligent Solutions position peaked at $266K in Q3 2024.
  • 309 funds tracked by Wall St. Rank held CCC Intelligent Solutions as of Q4 2024.

Based on Congress Wealth Management's 13F filing for Q4 2024, filed 11 Feb 2025.