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TD Private Client Wealth’s Consensus Cloud Solutions CCSI Stock Holding History

TD Private Client Wealth’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
-123
Closed -$6.61K – 1242
2022
Q4 		$6.61K Hold
123
– – ﹤0.01% 1057
2022
Q3 		$5.82K Sell
123
-66
-35% -$3.4K ﹤0.01% 1047
2022
Q2 		$8.26K Sell
189
-179
-49% -$8.9K ﹤0.01% 1016
2022
Q1 		$22.1K Buy
+368
New +$21.3K ﹤0.01% 930

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 $3.38T AUM 44.17% 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

TD Private Client Wealth's CCSI Position: Q1 2023 in Review

TD Private Client Wealth sold out of Consensus Cloud Solutions (CCSI) in Q1 2023, closing a stake of 123 shares — an estimated $6.61K sold.

TD Private Client Wealth first reported a position in CCSI in Q1 2022 and held it in 4 quarters. The position peaked at $22.1K in Q1 2022. 152 funds tracked by Wall St. Rank hold CCSI as of Q1 2023.

  • TD Private Client Wealth reported no remaining Consensus Cloud Solutions position as of Q1 2023 after selling out during the quarter.
  • TD Private Client Wealth sold 123 Consensus Cloud Solutions shares in Q1 2023, an estimated $6.61K.
  • TD Private Client Wealth first reported a position in Consensus Cloud Solutions in Q1 2022 and held it in 4 quarters.
  • TD Private Client Wealth's Consensus Cloud Solutions position peaked at $22.1K in Q1 2022.
  • 152 funds tracked by Wall St. Rank held Consensus Cloud Solutions as of Q1 2023.

Based on TD Private Client Wealth's 13F filing for Q1 2023, filed 16 Aug 2024.