HWM
CCC

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

HighMark 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
2023
Q2 		– Sell
-729
Closed -$6.54K – 570
2023
Q1 		$6.54K Buy
+729
New +$6.49K 0.01% 354

Other funds holding CCC

AI
Advent International Boston, Massachusetts $4.24B AUM 4.24% 1-Year Est. Return
OHCM
Oak Hill Capital Management New York $310M AUM 17.23% 1-Year Est. Return
TCMI
Technology Crossover Management IX Menlo Park, California $752M AUM 25.7% 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
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

HighMark Wealth Management's CCC Position: Q2 2023 in Review

HighMark Wealth Management sold out of CCC Intelligent Solutions (CCC) in Q2 2023, closing a stake of 729 shares — an estimated $6.54K sold.

HighMark Wealth Management first reported a position in CCC in Q1 2023 and held it in 1 quarter. The position peaked at $6.54K in Q1 2023. 169 funds tracked by Wall St. Rank hold CCC as of Q2 2023.

  • HighMark Wealth Management reported no remaining CCC Intelligent Solutions position as of Q2 2023 after selling out during the quarter.
  • HighMark Wealth Management sold 729 CCC Intelligent Solutions shares in Q2 2023, an estimated $6.54K.
  • HighMark Wealth Management first reported a position in CCC Intelligent Solutions in Q1 2023 and held it in 1 quarter.
  • HighMark Wealth Management's CCC Intelligent Solutions position peaked at $6.54K in Q1 2023.
  • 169 funds tracked by Wall St. Rank held CCC Intelligent Solutions as of Q2 2023.

Based on HighMark Wealth Management's 13F filing for Q2 2023, filed 26 Jul 2023.