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Private Wealth Management Group’s Consensus Cloud Solutions CCSI Stock Holding History

Private Wealth Management Group’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
2024
Q2 		– Sell
-70
Closed -$1.11K – 1518
2024
Q1 		$1.11K Buy
+70
New +$1.25K ﹤0.01% 1225

Other funds holding CCSI

ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
GCM
Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HBCM
Heron Bay Capital Management Bloomfield Hills, Michigan $1.1B AUM 11.31% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Private Wealth Management Group's CCSI Position: Q2 2024 in Review

Private Wealth Management Group sold out of Consensus Cloud Solutions (CCSI) in Q2 2024, closing a stake of 70 shares — an estimated $1.11K sold.

Private Wealth Management Group first reported a position in CCSI in Q1 2024 and held it in 1 quarter. The position peaked at $1.11K in Q1 2024. 141 funds tracked by Wall St. Rank hold CCSI as of Q2 2024.

  • Private Wealth Management Group reported no remaining Consensus Cloud Solutions position as of Q2 2024 after selling out during the quarter.
  • Private Wealth Management Group sold 70 Consensus Cloud Solutions shares in Q2 2024, an estimated $1.11K.
  • Private Wealth Management Group first reported a position in Consensus Cloud Solutions in Q1 2024 and held it in 1 quarter.
  • Private Wealth Management Group's Consensus Cloud Solutions position peaked at $1.11K in Q1 2024.
  • 141 funds tracked by Wall St. Rank held Consensus Cloud Solutions as of Q2 2024.

Based on Private Wealth Management Group's 13F filing for Q2 2024, filed 13 Aug 2024.