True Wealth Design’s Century Communities CCS Stock Holding History

True Wealth Design’s Portfolio CCS Stock Details CCS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.5K	Sell	21 -9	-30%	-$521	﹤0.01%	1821
2026 Q1	$1.72K	Sell	30 -5	-14%	-$322	﹤0.01%	1608
2025 Q4	$2.08K	Sell	35 -104	-75%	-$6.33K	﹤0.01%	1436
2025 Q3	$8.81K	Buy	139 +71	+104%	+$4.48K	﹤0.01%	882
2025 Q2	$3.83K	Sell	68 -9	-12%	-$504	﹤0.01%	911
2025 Q1	$5.17K	Buy	77 +18	+31%	+$1.3K	﹤0.01%	678
2024 Q4	$4.33K	Buy	+59	New	+$5.26K	﹤0.01%	560

Other funds holding CCS

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Ausbil Investment Management Sydney, Australia $221M AUM 35.27% 1-Year Est. Return

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return