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Modera Wealth Management’s Credit Acceptance CACC Stock Holding History

Modera Wealth Management’s Portfolio CACC Stock Details CACC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-373
Closed -$257K – 391
2021
Q4 		$257K Buy
+373
New +$240K 0.01% 469

Other funds holding CACC

PGP
Prescott General Partners Boca Raton, Florida $1.37B AUM 23.81% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GC
Gobi Capital San Francisco, California $1.8B AUM 7.28% 1-Year Est. Return
BMO
Beck Mack & Oliver New York $4.85B AUM 9.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return
RC
RV Capital Schindellegi, Switzerland $383M AUM 21.52% 1-Year Est. Return

Modera Wealth Management's CACC Position: Q1 2022 in Review

Modera Wealth Management sold out of Credit Acceptance (CACC) in Q1 2022, closing a stake of 373 shares — an estimated $257K sold.

Modera Wealth Management first reported a position in CACC in Q4 2021 and held it in 1 quarter. The position peaked at $257K in Q4 2021. 257 funds tracked by Wall St. Rank hold CACC as of Q1 2022.

  • Modera Wealth Management reported no remaining Credit Acceptance position as of Q1 2022 after selling out during the quarter.
  • Modera Wealth Management sold 373 Credit Acceptance shares in Q1 2022, an estimated $257K.
  • Modera Wealth Management first reported a position in Credit Acceptance in Q4 2021 and held it in 1 quarter.
  • Modera Wealth Management's Credit Acceptance position peaked at $257K in Q4 2021.
  • 257 funds tracked by Wall St. Rank held Credit Acceptance as of Q1 2022.

Based on Modera Wealth Management's 13F filing for Q1 2022, filed 3 May 2022.