VWM
CCC

Venturi Wealth Management’s CCC Intelligent Solutions CCC Stock Holding History

Venturi Wealth Management’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
2025
Q1 		– Sell
-835
Closed -$9.79K – 768
2024
Q4 		$9.79K Buy
835
+356
+74% +$4.12K ﹤0.01% 1435
2024
Q3 		$5.29K Sell
479
-1,202
-72% -$13K ﹤0.01% 1384
2024
Q2 		$18.7K Buy
1,681
+585
+53% +$6.66K ﹤0.01% 960
2024
Q1 		$13.1K Sell
1,096
-470
-30% -$5.36K ﹤0.01% 858
2023
Q4 		$17.8K Buy
+1,566
New +$18.3K ﹤0.01% 730

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
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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

Venturi Wealth Management's CCC Position: Q1 2025 in Review

Venturi Wealth Management sold out of CCC Intelligent Solutions (CCC) in Q1 2025, closing a stake of 835 shares — an estimated $9.79K sold.

Venturi Wealth Management first reported a position in CCC in Q4 2023 and held it in 5 quarters. The position peaked at $18.7K in Q2 2024. 337 funds tracked by Wall St. Rank hold CCC as of Q1 2025.

  • Venturi Wealth Management reported no remaining CCC Intelligent Solutions position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 835 CCC Intelligent Solutions shares in Q1 2025, an estimated $9.79K.
  • Venturi Wealth Management first reported a position in CCC Intelligent Solutions in Q4 2023 and held it in 5 quarters.
  • Venturi Wealth Management's CCC Intelligent Solutions position peaked at $18.7K in Q2 2024.
  • 337 funds tracked by Wall St. Rank held CCC Intelligent Solutions as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.