PMFA
CCRD

Plante Moran Financial Advisors’s CoreCard CCRD Stock Holding History

Plante Moran Financial Advisors’s Portfolio CCRD Stock Details CCRD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-200
Closed -$6.03K – 802
2023
Q1 		$6.03K Buy
+200
New +$6.38K ﹤0.01% 631

Other funds holding CCRD

Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
WIM
Weitz Investment Management Omaha, Nebraska $1.43B AUM 0.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IAMOG
Investors Asset Management of Georgia Atlanta, Georgia $288M AUM 47.58% 1-Year Est. Return
ACA
Apis Capital Advisors New York $648M AUM 302.67% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Plante Moran Financial Advisors's CCRD Position: Q2 2023 in Review

Plante Moran Financial Advisors sold out of CoreCard (CCRD) in Q2 2023, closing a stake of 200 shares — an estimated $6.03K sold.

Plante Moran Financial Advisors first reported a position in CCRD in Q1 2023 and held it in 1 quarter. The position peaked at $6.03K in Q1 2023. 69 funds tracked by Wall St. Rank hold CCRD as of Q2 2023.

  • Plante Moran Financial Advisors reported no remaining CoreCard position as of Q2 2023 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 200 CoreCard shares in Q2 2023, an estimated $6.03K.
  • Plante Moran Financial Advisors first reported a position in CoreCard in Q1 2023 and held it in 1 quarter.
  • Plante Moran Financial Advisors's CoreCard position peaked at $6.03K in Q1 2023.
  • 69 funds tracked by Wall St. Rank held CoreCard as of Q2 2023.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2023, filed 7 Aug 2023.