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IFP Advisors’s Consensus Cloud Solutions CCSI Stock Holding History

IFP 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 		$926 Sell
39
-15
-28% -$386 ﹤0.01% 4239
2025
Q4 		$1.18K Buy
54
+53
+5,300% +$1.3K ﹤0.01% 4019
2025
Q3 		$29 Buy
+1
New +$25 ﹤0.01% 4720
2025
Q2 		– Sell
-5
Closed -$108 – 4336
2025
Q1 		$115 Hold
5
– – ﹤0.01% 3813
2024
Q4 		$119 Buy
+5
New +$117 ﹤0.01% 3970
2023
Q1 		– Sell
-1,248
Closed -$78K – 3528
2022
Q4 		$78K Buy
1,248
+27
+2% +$1.47K ﹤0.01% 1914
2022
Q3 		$78K Buy
1,221
+160
+15% +$8.24K ﹤0.01% 2032
2022
Q2 		$68K Hold
1,061
– – ﹤0.01% 1942
2022
Q1 		$68K Buy
+1,061
New +$61.3K ﹤0.01% 1942

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 $2.9B AUM 12.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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