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Archford Capital Strategies’s Crown Castle CCI Stock Holding History

Archford Capital Strategies’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
2023
Q2 		– Sell
-1,556
Closed -$208K – 278
2023
Q1 		$208K Hold
1,556
– – 0.04% 264
2022
Q4 		$211K Sell
1,556
-246
-14% -$33.3K 0.05% 258
2022
Q3 		$260K Buy
1,802
+58
+3% +$9.93K 0.07% 244
2022
Q2 		$294K Buy
+1,744
New +$317K 0.07% 230
2022
Q1 		– Sell
-1,835
Closed -$383K – 286
2021
Q4 		$383K Sell
1,835
-15
-0.8% -$2.77K 0.09% 219
2021
Q3 		$321K Sell
1,850
-18
-1% -$3.48K 0.08% 243
2021
Q2 		$364K Sell
1,868
-227
-11% -$42.5K 0.09% 215
2021
Q1 		$376K Buy
2,095
+119
+6% +$19.1K 0.1% 210
2020
Q4 		$304K Sell
1,976
-40
-2% -$6.49K 0.07% 232
2020
Q3 		$336K Sell
2,016
-153
-7% -$25.2K 0.09% 204
2020
Q2 		$363K Sell
2,169
-85
-4% -$13.7K 0.11% 185
2020
Q1 		$325K Sell
2,254
-979
-30% -$146K 0.13% 172
2019
Q4 		$460K Sell
3,233
-249
-7% -$34K 0.16% 165
2019
Q3 		$484K Sell
3,482
-84
-2% -$11.6K 0.18% 151
2019
Q2 		$465K Sell
3,566
-1,330
-27% -$171K 0.17% 155
2019
Q1 		$627K Sell
4,896
-347
-7% -$40.7K 0.23% 125
2018
Q4 		$570K Buy
5,243
+259
+5% +$28.5K 0.23% 129
2018
Q3 		$555K Sell
4,984
-742
-13% -$82.6K 0.2% 139
2018
Q2 		$617K Buy
5,726
+5,674
+10,912% +$589K 0.22% 131
2018
Q1 		$6K Buy
+52
New +$5.64K ﹤0.01% 360
2017
Q2 		– Sell
-52
Closed -$5K – 265
2017
Q1 		$5K Hold
52
– – ﹤0.01% 461
2016
Q4 		$4K Hold
52
– – ﹤0.01% 420
2016
Q3 		$4K Buy
+52
New +$5K ﹤0.01% 425

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Archford Capital Strategies's CCI Position: Q2 2023 in Review

Archford Capital Strategies sold out of Crown Castle (CCI) in Q2 2023, closing a stake of 1,556 shares — an estimated $208K sold.

Archford Capital Strategies first reported a position in CCI in Q3 2016 and held it in 23 quarters. The position peaked at $627K in Q1 2019. 1,236 funds tracked by Wall St. Rank hold CCI as of Q2 2023.

  • Archford Capital Strategies reported no remaining Crown Castle position as of Q2 2023 after selling out during the quarter.
  • Archford Capital Strategies sold 1,556 Crown Castle shares in Q2 2023, an estimated $208K.
  • Archford Capital Strategies first reported a position in Crown Castle in Q3 2016 and held it in 23 quarters.
  • Archford Capital Strategies's Crown Castle position peaked at $627K in Q1 2019.
  • 1,236 funds tracked by Wall St. Rank held Crown Castle as of Q2 2023.

Based on Archford Capital Strategies's 13F filing for Q2 2023, filed 2 Aug 2023.