TCWA
CCC

Turtle Creek Wealth Advisors’s CCC Intelligent Solutions CCC Stock Holding History

Turtle Creek Wealth Advisors’s Portfolio CCC Stock Details CCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-303
Closed -$3.45K – 296
2023
Q4 		$3.45K Buy
+303
New +$3.54K ﹤0.01% 701

Other funds holding CCC

AI
Advent International Boston, Massachusetts $4.24B AUM 4.24% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
OHCM
Oak Hill Capital Management New York $310M AUM 17.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Turtle Creek Wealth Advisors's CCC Position: Q1 2024 in Review

Turtle Creek Wealth Advisors sold out of CCC Intelligent Solutions (CCC) in Q1 2024, closing a stake of 303 shares — an estimated $3.45K sold.

Turtle Creek Wealth Advisors first reported a position in CCC in Q4 2023 and held it in 1 quarter. The position peaked at $3.45K in Q4 2023. 264 funds tracked by Wall St. Rank hold CCC as of Q1 2024.

  • Turtle Creek Wealth Advisors reported no remaining CCC Intelligent Solutions position as of Q1 2024 after selling out during the quarter.
  • Turtle Creek Wealth Advisors sold 303 CCC Intelligent Solutions shares in Q1 2024, an estimated $3.45K.
  • Turtle Creek Wealth Advisors first reported a position in CCC Intelligent Solutions in Q4 2023 and held it in 1 quarter.
  • Turtle Creek Wealth Advisors's CCC Intelligent Solutions position peaked at $3.45K in Q4 2023.
  • 264 funds tracked by Wall St. Rank held CCC Intelligent Solutions as of Q1 2024.

Based on Turtle Creek Wealth Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.