FWA
CCRD

Freedom Wealth Alliance’s CoreCard CCRD Stock Holding History

Freedom Wealth Alliance’s Portfolio CCRD Stock Details CCRD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-266
Closed -$7.71K – 125
2022
Q4 		$7.71K Buy
+266
New +$6.97K 0.01% 310

Other funds holding CCRD

Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
WIM
Weitz Investment Management Omaha, Nebraska $1.43B AUM 0.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IAMOG
Investors Asset Management of Georgia Atlanta, Georgia $288M AUM 47.58% 1-Year Est. Return
ACA
Apis Capital Advisors New York $648M AUM 302.67% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Freedom Wealth Alliance's CCRD Position: Q1 2023 in Review

Freedom Wealth Alliance sold out of CoreCard (CCRD) in Q1 2023, closing a stake of 266 shares — an estimated $7.71K sold.

Freedom Wealth Alliance first reported a position in CCRD in Q4 2022 and held it in 1 quarter. The position peaked at $7.71K in Q4 2022. 61 funds tracked by Wall St. Rank hold CCRD as of Q1 2023.

  • Freedom Wealth Alliance reported no remaining CoreCard position as of Q1 2023 after selling out during the quarter.
  • Freedom Wealth Alliance sold 266 CoreCard shares in Q1 2023, an estimated $7.71K.
  • Freedom Wealth Alliance first reported a position in CoreCard in Q4 2022 and held it in 1 quarter.
  • Freedom Wealth Alliance's CoreCard position peaked at $7.71K in Q4 2022.
  • 61 funds tracked by Wall St. Rank held CoreCard as of Q1 2023.

Based on Freedom Wealth Alliance's 13F filing for Q1 2023, filed 25 Apr 2023.