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Kathleen S. Wright Associates’s Consensus Cloud Solutions CCSI Stock Holding History

Kathleen S. Wright Associates’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
2024
Q4 		– Sell
-260
Closed -$6.12K – 270
2024
Q3 		$6.12K Buy
+260
New +$5.43K ﹤0.01% 263

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GCM
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HBCM
Heron Bay Capital Management Bloomfield Hills, Michigan $1.1B AUM 11.31% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Kathleen S. Wright Associates's CCSI Position: Q4 2024 in Review

Kathleen S. Wright Associates sold out of Consensus Cloud Solutions (CCSI) in Q4 2024, closing a stake of 260 shares — an estimated $6.12K sold.

Kathleen S. Wright Associates first reported a position in CCSI in Q3 2024 and held it in 1 quarter. The position peaked at $6.12K in Q3 2024. 168 funds tracked by Wall St. Rank hold CCSI as of Q4 2024.

  • Kathleen S. Wright Associates reported no remaining Consensus Cloud Solutions position as of Q4 2024 after selling out during the quarter.
  • Kathleen S. Wright Associates sold 260 Consensus Cloud Solutions shares in Q4 2024, an estimated $6.12K.
  • Kathleen S. Wright Associates first reported a position in Consensus Cloud Solutions in Q3 2024 and held it in 1 quarter.
  • Kathleen S. Wright Associates's Consensus Cloud Solutions position peaked at $6.12K in Q3 2024.
  • 168 funds tracked by Wall St. Rank held Consensus Cloud Solutions as of Q4 2024.

Based on Kathleen S. Wright Associates's 13F filing for Q4 2024, filed 27 Jan 2025.