LFA
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Level Financial Advisors’s Consensus Cloud Solutions CCSI Stock Holding History

Level Financial 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
2022
Q3 		– Sell
-2
Closed – – 255
2022
Q2 		$0 Buy
+2
New +$99 ﹤0.01% 305

Other funds holding CCSI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
GCM
Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Level Financial Advisors's CCSI Position: Q3 2022 in Review

Level Financial Advisors sold out of Consensus Cloud Solutions (CCSI) in Q3 2022, closing a stake of 2 shares.

Level Financial Advisors first reported a position in CCSI in Q2 2022 and held it in 1 quarter. The position peaked at $0 in Q2 2022. 174 funds tracked by Wall St. Rank hold CCSI as of Q3 2022.

  • Level Financial Advisors reported no remaining Consensus Cloud Solutions position as of Q3 2022 after selling out during the quarter.
  • Level Financial Advisors sold 2 Consensus Cloud Solutions shares in Q3 2022.
  • Level Financial Advisors first reported a position in Consensus Cloud Solutions in Q2 2022 and held it in 1 quarter.
  • Level Financial Advisors's Consensus Cloud Solutions position peaked at $0 in Q2 2022.
  • 174 funds tracked by Wall St. Rank held Consensus Cloud Solutions as of Q3 2022.

Based on Level Financial Advisors's 13F filing for Q3 2022, filed 18 Oct 2022.