EWA
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EverSource Wealth Advisors’s Consensus Cloud Solutions CCSI Stock Holding History

EverSource Wealth Advisors’s Portfolio CCSI Stock Details CCSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.41K Sell
270
-60
-18% -$1.54K ﹤0.01% 3145
2025
Q4 		$7.2K Buy
330
+22
+7% +$542 ﹤0.01% 2956
2025
Q3 		$9.05K Sell
308
-86
-22% -$2.13K ﹤0.01% 2875
2025
Q2 		$9.09K Buy
394
+198
+101% +$4.26K ﹤0.01% 2868
2025
Q1 		$4.52K Buy
196
+13
+7% +$335 ﹤0.01% 2545
2024
Q4 		$4.37K Buy
+183
New +$4.29K ﹤0.01% 2413
2023
Q1 		– Sell
-93
Closed -$5K – 2403
2022
Q4 		$5K Hold
93
– – ﹤0.01% 1597
2022
Q3 		$5K Buy
+93
New +$4.79K ﹤0.01% 1352

Other funds holding CCSI

Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
HBCM
Heron Bay Capital Management Bloomfield Hills, Michigan $1.08B AUM 7.99% 1-Year Est. Return
GCM
Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
NSCM
New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return