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Access Financial Services’s Crown Castle CCI Stock Holding History

Access Financial Services’s Portfolio CCI Stock Details CCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-11,965
Closed -$1.38M – 97
2023
Q4 		$1.38M Sell
11,965
-2,262
-16% -$232K 0.71% 45
2023
Q3 		$1.31M Buy
14,227
+95
+0.7% +$9.84K 0.78% 43
2023
Q2 		$1.61M Buy
14,132
+118
+0.8% +$14K 0.94% 25
2023
Q1 		$1.88M Buy
14,014
+621
+5% +$85.8K 1.14% 15
2022
Q4 		$1.82M Buy
13,393
+544
+4% +$73.6K 1.11% 12
2022
Q3 		$1.86M Buy
12,849
+501
+4% +$85.7K 1.2% 13
2022
Q2 		$2.08M Buy
12,348
+2,799
+29% +$509K 1.19% 13
2022
Q1 		$1.76M Sell
9,549
-399
-4% -$71K 0.84% 27
2021
Q4 		$2.08M Buy
9,948
+1,484
+18% +$274K 0.93% 19
2021
Q3 		$1.47M Buy
8,464
+58
+0.7% +$11.2K 0.66% 50
2021
Q2 		$1.64M Sell
8,406
-1,996
-19% -$374K 0.76% 45
2021
Q1 		$1.79M Buy
10,402
+9
+0.1% +$1.44K 0.84% 40
2020
Q4 		$1.65M Buy
10,393
+684
+7% +$111K 0.81% 39
2020
Q3 		$1.62M Buy
9,709
+71
+0.7% +$11.7K 0.87% 33
2020
Q2 		$1.61M Hold
9,638
– – 1.06% 26
2020
Q1 		$1.39M Buy
9,638
+3,193
+50% +$476K 1.11% 23
2019
Q4 		$916K Buy
+6,445
New +$879K 0.53% 48

Other funds holding CCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Access Financial Services's CCI Position: Q1 2024 in Review

Access Financial Services sold out of Crown Castle (CCI) in Q1 2024, closing a stake of 11,965 shares — an estimated $1.38M sold.

Access Financial Services first reported a position in CCI in Q4 2019 and held it in 17 quarters. The position peaked at $2.08M in Q2 2022. 1,202 funds tracked by Wall St. Rank hold CCI as of Q1 2024.

  • Access Financial Services reported no remaining Crown Castle position as of Q1 2024 after selling out during the quarter.
  • Access Financial Services sold 11,965 Crown Castle shares in Q1 2024, an estimated $1.38M.
  • Access Financial Services first reported a position in Crown Castle in Q4 2019 and held it in 17 quarters.
  • Access Financial Services's Crown Castle position peaked at $2.08M in Q2 2022.
  • 1,202 funds tracked by Wall St. Rank held Crown Castle as of Q1 2024.

Based on Access Financial Services's 13F filing for Q1 2024, filed 23 Apr 2024.