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Sutton Wealth Advisors’s Consensus Cloud Solutions CCSI Stock Holding History

Sutton Wealth Advisors’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
2023
Q1 		– Sell
-262
Closed -$14.1K – 937
2022
Q4 		$14.1K Sell
262
-149
-36% -$8.12K 0.01% 827
2022
Q3 		$19.4K Buy
411
+405
+6,750% +$20.8K 0.01% 672
2022
Q2 		$262 Sell
6
-135
-96% -$6.71K ﹤0.01% 1554
2022
Q1 		$8.48K Sell
141
-76
-35% -$4.39K ﹤0.01% 983
2021
Q4 		$12.6K Buy
+217
New +$13.2K ﹤0.01% 859

Other funds holding CCSI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 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 $139B AUM 29.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Sutton Wealth Advisors's CCSI Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Consensus Cloud Solutions (CCSI) in Q1 2023, closing a stake of 262 shares — an estimated $14.1K sold.

Sutton Wealth Advisors first reported a position in CCSI in Q4 2021 and held it in 5 quarters. The position peaked at $19.4K in Q3 2022. 152 funds tracked by Wall St. Rank hold CCSI as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining Consensus Cloud Solutions position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 262 Consensus Cloud Solutions shares in Q1 2023, an estimated $14.1K.
  • Sutton Wealth Advisors first reported a position in Consensus Cloud Solutions in Q4 2021 and held it in 5 quarters.
  • Sutton Wealth Advisors's Consensus Cloud Solutions position peaked at $19.4K in Q3 2022.
  • 152 funds tracked by Wall St. Rank held Consensus Cloud Solutions as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.