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Patriot Financial Group Insurance Agency’s Consensus Cloud Solutions CCSI Stock Holding History

Patriot Financial Group Insurance Agency’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
Q2 		– Sell
-16
Closed -$1K – 2027
2022
Q1 		$1K Hold
16
– – ﹤0.01% 1922
2021
Q4 		$1K Buy
+16
New +$973 ﹤0.01% 2016

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Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Patriot Financial Group Insurance Agency's CCSI Position: Q2 2022 in Review

Patriot Financial Group Insurance Agency sold out of Consensus Cloud Solutions (CCSI) in Q2 2022, closing a stake of 16 shares — an estimated $1K sold.

Patriot Financial Group Insurance Agency first reported a position in CCSI in Q4 2021 and held it in 2 quarters. The position peaked at $1K in Q1 2022. 166 funds tracked by Wall St. Rank hold CCSI as of Q2 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Consensus Cloud Solutions position as of Q2 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 16 Consensus Cloud Solutions shares in Q2 2022, an estimated $1K.
  • Patriot Financial Group Insurance Agency first reported a position in Consensus Cloud Solutions in Q4 2021 and held it in 2 quarters.
  • Patriot Financial Group Insurance Agency's Consensus Cloud Solutions position peaked at $1K in Q1 2022.
  • 166 funds tracked by Wall St. Rank held Consensus Cloud Solutions as of Q2 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2022, filed 29 Jul 2022.