OWA
CCC

Opal Wealth Advisors’s CCC Intelligent Solutions CCC Stock Holding History

Opal Wealth Advisors’s Portfolio CCC Stock Details CCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-158
Closed -$1.76K – 348
2024
Q2 		$1.76K Buy
+158
New +$1.8K ﹤0.01% 995

Other funds holding CCC

AI
Advent International Boston, Massachusetts $4.24B AUM 4.24% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
OHCM
Oak Hill Capital Management New York $310M AUM 17.23% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Opal Wealth Advisors's CCC Position: Q3 2024 in Review

Opal Wealth Advisors sold out of CCC Intelligent Solutions (CCC) in Q3 2024, closing a stake of 158 shares — an estimated $1.76K sold.

Opal Wealth Advisors first reported a position in CCC in Q2 2024 and held it in 1 quarter. The position peaked at $1.76K in Q2 2024. 295 funds tracked by Wall St. Rank hold CCC as of Q3 2024.

  • Opal Wealth Advisors reported no remaining CCC Intelligent Solutions position as of Q3 2024 after selling out during the quarter.
  • Opal Wealth Advisors sold 158 CCC Intelligent Solutions shares in Q3 2024, an estimated $1.76K.
  • Opal Wealth Advisors first reported a position in CCC Intelligent Solutions in Q2 2024 and held it in 1 quarter.
  • Opal Wealth Advisors's CCC Intelligent Solutions position peaked at $1.76K in Q2 2024.
  • 295 funds tracked by Wall St. Rank held CCC Intelligent Solutions as of Q3 2024.

Based on Opal Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.