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TFO Wealth Partners’s Consensus Cloud Solutions CCSI Stock Holding History

TFO Wealth Partners’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
Q4 		– Sell
-1
Closed -$31 – 955
2023
Q3 		$31 Buy
+1
New +$30 ﹤0.01% 1074

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GCM
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State Street
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Morgan Stanley
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HBCM
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Fidelity International
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CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

TFO Wealth Partners's CCSI Position: Q4 2023 in Review

TFO Wealth Partners sold out of Consensus Cloud Solutions (CCSI) in Q4 2023, closing a stake of 1 share — an estimated $31 sold.

TFO Wealth Partners first reported a position in CCSI in Q3 2023 and held it in 1 quarter. The position peaked at $31 in Q3 2023. 153 funds tracked by Wall St. Rank hold CCSI as of Q4 2023.

  • TFO Wealth Partners reported no remaining Consensus Cloud Solutions position as of Q4 2023 after selling out during the quarter.
  • TFO Wealth Partners sold 1 Consensus Cloud Solutions share in Q4 2023, an estimated $31.
  • TFO Wealth Partners first reported a position in Consensus Cloud Solutions in Q3 2023 and held it in 1 quarter.
  • TFO Wealth Partners's Consensus Cloud Solutions position peaked at $31 in Q3 2023.
  • 153 funds tracked by Wall St. Rank held Consensus Cloud Solutions as of Q4 2023.

Based on TFO Wealth Partners's 13F filing for Q4 2023, filed 12 Feb 2024.