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Alera Investment Advisors’s Crown Castle CCI Stock Holding History

Alera Investment Advisors’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
2022
Q3 		– Sell
-1,297
Closed -$218K – 174
2022
Q2 		$218K Buy
1,297
+30
+2% +$5.46K 0.06% 168
2022
Q1 		$234K Buy
+1,267
New +$226K 0.05% 168
2019
Q2 		– Sell
-216
Closed -$28K – 231
2019
Q1 		$28K Buy
216
+60
+38% +$7.04K 0.01% 230
2018
Q4 		$17K Buy
+156
New +$17.1K 0.01% 317

Other funds holding CCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Alera Investment Advisors's CCI Position: Q3 2022 in Review

Alera Investment Advisors sold out of Crown Castle (CCI) in Q3 2022, closing a stake of 1,297 shares — an estimated $218K sold.

Alera Investment Advisors first reported a position in CCI in Q4 2018 and held it in 4 quarters. The position peaked at $234K in Q1 2022. 1,293 funds tracked by Wall St. Rank hold CCI as of Q3 2022.

  • Alera Investment Advisors reported no remaining Crown Castle position as of Q3 2022 after selling out during the quarter.
  • Alera Investment Advisors sold 1,297 Crown Castle shares in Q3 2022, an estimated $218K.
  • Alera Investment Advisors first reported a position in Crown Castle in Q4 2018 and held it in 4 quarters.
  • Alera Investment Advisors's Crown Castle position peaked at $234K in Q1 2022.
  • 1,293 funds tracked by Wall St. Rank held Crown Castle as of Q3 2022.

Based on Alera Investment Advisors's 13F filing for Q3 2022, filed 9 Nov 2022.