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LJI Wealth Management’s Century Communities CCS Stock Holding History

LJI Wealth Management’s Portfolio CCS Stock Details CCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-6,641
Closed -$542K – 195
2024
Q2 		$542K Hold
6,641
– – 0.12% 91
2024
Q1 		$641K Hold
6,641
– – 0.17% 63
2023
Q4 		$605K Hold
6,641
– – 0.16% 73
2023
Q3 		$443K Buy
+6,641
New +$485K 0.13% 88

Other funds holding CCS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LJI Wealth Management's CCS Position: Q3 2024 in Review

LJI Wealth Management sold out of Century Communities (CCS) in Q3 2024, closing a stake of 6,641 shares — an estimated $542K sold.

LJI Wealth Management first reported a position in CCS in Q3 2023 and held it in 4 quarters. The position peaked at $641K in Q1 2024. 311 funds tracked by Wall St. Rank hold CCS as of Q3 2024.

  • LJI Wealth Management reported no remaining Century Communities position as of Q3 2024 after selling out during the quarter.
  • LJI Wealth Management sold 6,641 Century Communities shares in Q3 2024, an estimated $542K.
  • LJI Wealth Management first reported a position in Century Communities in Q3 2023 and held it in 4 quarters.
  • LJI Wealth Management's Century Communities position peaked at $641K in Q1 2024.
  • 311 funds tracked by Wall St. Rank held Century Communities as of Q3 2024.

Based on LJI Wealth Management's 13F filing for Q3 2024, filed 6 Nov 2024.