WE
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Wealth Effects’s CareCloud CCLD Stock Holding History

Wealth Effects’s Portfolio CCLD Stock Details CCLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-12,857
Closed -$33.9K – 215
2024
Q3 		$33.9K Sell
12,857
-75
-0.6% -$179 0.01% 215
2024
Q2 		$24.8K Hold
12,932
– – 0.01% 207
2024
Q1 		$15K Buy
+12,932
New +$17.4K 0.01% 215

Other funds holding CCLD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HBCM
Heron Bay Capital Management Bloomfield Hills, Michigan $1.08B AUM 7.99% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $3.68B AUM 62.12% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wealth Effects's CCLD Position: Q4 2024 in Review

Wealth Effects sold out of CareCloud (CCLD) in Q4 2024, closing a stake of 12,857 shares — an estimated $33.9K sold.

Wealth Effects first reported a position in CCLD in Q1 2024 and held it in 3 quarters. The position peaked at $33.9K in Q3 2024. 36 funds tracked by Wall St. Rank hold CCLD as of Q4 2024.

  • Wealth Effects reported no remaining CareCloud position as of Q4 2024 after selling out during the quarter.
  • Wealth Effects sold 12,857 CareCloud shares in Q4 2024, an estimated $33.9K.
  • Wealth Effects first reported a position in CareCloud in Q1 2024 and held it in 3 quarters.
  • Wealth Effects's CareCloud position peaked at $33.9K in Q3 2024.
  • 36 funds tracked by Wall St. Rank held CareCloud as of Q4 2024.

Based on Wealth Effects's 13F filing for Q4 2024, filed 22 Jan 2025.