TCWA
CCF

Ten Capital Wealth Advisors’s Chase Corporation CCF Stock Holding History

Ten Capital Wealth Advisors’s Portfolio CCF Stock Details CCF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-5
Closed -$524 – 576
2023
Q1 		$524 Hold
5
– – ﹤0.01% 503
2022
Q4 		$431 Hold
5
– – ﹤0.01% 536
2022
Q3 		$0 Hold
5
– – ﹤0.01% 644
2022
Q2 		$0 Hold
5
– – ﹤0.01% 540
2022
Q1 		$0 Buy
+5
New +$464 ﹤0.01% 572

Other funds holding CCF

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CIA
Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Ten Capital Wealth Advisors's CCF Position: Q2 2023 in Review

Ten Capital Wealth Advisors sold out of Chase Corporation (CCF) in Q2 2023, closing a stake of 5 shares — an estimated $524 sold.

Ten Capital Wealth Advisors first reported a position in CCF in Q1 2022 and held it in 5 quarters. The position peaked at $524 in Q1 2023. 132 funds tracked by Wall St. Rank hold CCF as of Q2 2023.

  • Ten Capital Wealth Advisors reported no remaining Chase Corporation position as of Q2 2023 after selling out during the quarter.
  • Ten Capital Wealth Advisors sold 5 Chase Corporation shares in Q2 2023, an estimated $524.
  • Ten Capital Wealth Advisors first reported a position in Chase Corporation in Q1 2022 and held it in 5 quarters.
  • Ten Capital Wealth Advisors's Chase Corporation position peaked at $524 in Q1 2023.
  • 132 funds tracked by Wall St. Rank held Chase Corporation as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.