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Prospera Financial Services’s CareCloud CCLD Stock Holding History

Prospera Financial Services’s Portfolio CCLD Stock Details CCLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-75,966
Closed -$179K – 1362
2025
Q2 		$179K Buy
75,966
+18,339
+32% +$34.9K ﹤0.01% 1261
2025
Q1 		$80.1K Buy
+57,627
New +$170K ﹤0.01% 1147

Other funds holding CCLD

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $3.68B AUM 62.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return

Prospera Financial Services's CCLD Position: Q3 2025 in Review

Prospera Financial Services sold out of CareCloud (CCLD) in Q3 2025, closing a stake of 75,966 shares — an estimated $179K sold.

Prospera Financial Services first reported a position in CCLD in Q1 2025 and held it in 2 quarters. The position peaked at $179K in Q2 2025. 68 funds tracked by Wall St. Rank hold CCLD as of Q3 2025.

  • Prospera Financial Services reported no remaining CareCloud position as of Q3 2025 after selling out during the quarter.
  • Prospera Financial Services sold 75,966 CareCloud shares in Q3 2025, an estimated $179K.
  • Prospera Financial Services first reported a position in CareCloud in Q1 2025 and held it in 2 quarters.
  • Prospera Financial Services's CareCloud position peaked at $179K in Q2 2025.
  • 68 funds tracked by Wall St. Rank held CareCloud as of Q3 2025.

Based on Prospera Financial Services's 13F filing for Q3 2025, filed 6 Nov 2025.