HAG
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HighPoint Advisor Group’s CareCloud CCLD Stock Holding History

HighPoint Advisor Group’s Portfolio CCLD Stock Details CCLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-13,975
Closed -$118K – 572
2021
Q2 		$118K Sell
13,975
-60
-0.4% -$498 0.01% 523
2021
Q1 		$122K Buy
+14,035
New +$139K 0.01% 478

Other funds holding CCLD

PAWC
P.A.W. Capital Greenwich, Connecticut $36.7M AUM 6.81% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

HighPoint Advisor Group's CCLD Position: Q3 2021 in Review

HighPoint Advisor Group sold out of CareCloud (CCLD) in Q3 2021, closing a stake of 13,975 shares — an estimated $118K sold.

HighPoint Advisor Group first reported a position in CCLD in Q1 2021 and held it in 2 quarters. The position peaked at $122K in Q1 2021. 34 funds tracked by Wall St. Rank hold CCLD as of Q3 2021.

  • HighPoint Advisor Group reported no remaining CareCloud position as of Q3 2021 after selling out during the quarter.
  • HighPoint Advisor Group sold 13,975 CareCloud shares in Q3 2021, an estimated $118K.
  • HighPoint Advisor Group first reported a position in CareCloud in Q1 2021 and held it in 2 quarters.
  • HighPoint Advisor Group's CareCloud position peaked at $122K in Q1 2021.
  • 34 funds tracked by Wall St. Rank held CareCloud as of Q3 2021.

Based on HighPoint Advisor Group's 13F filing for Q3 2021, filed 15 Nov 2021.