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Avantax Advisory Services’s Crown Castle CCI Stock Holding History

Avantax Advisory 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
2025
Q2 		$4.72M Buy
45,906
+2,296
+5% +$232K 0.03% 462
2025
Q1 		$4.55M Buy
43,610
+9,041
+26% +$844K 0.03% 441
2024
Q4 		$3.14M Sell
34,569
-5,516
-14% -$577K 0.02% 547
2024
Q3 		$4.76M Buy
40,085
+1,335
+3% +$147K 0.03% 402
2024
Q2 		$3.79M Buy
38,750
+17,524
+83% +$1.73M 0.03% 449
2024
Q1 		$2.25M Buy
21,226
+727
+4% +$79.1K 0.02% 511
2023
Q4 		$2.36M Sell
20,499
-601
-3% -$61.6K 0.02% 462
2023
Q3 		$1.94M Buy
21,100
+3,412
+19% +$353K 0.02% 467
2023
Q2 		$2.02M Sell
17,688
-23,290
-57% -$2.77M 0.02% 448
2023
Q1 		$5.48M Buy
40,978
+5,756
+16% +$796K 0.07% 232
2022
Q4 		$4.78M Buy
35,222
+2,077
+6% +$281K 0.06% 233
2022
Q3 		$4.79M Buy
33,145
+2,112
+7% +$361K 0.07% 204
2022
Q2 		$5.22M Buy
31,033
+3,336
+12% +$607K 0.08% 193
2022
Q1 		$5.12M Buy
27,697
+6,356
+30% +$1.13M 0.07% 205
2021
Q4 		$4.46M Buy
21,341
+2,464
+13% +$455K 0.07% 218
2021
Q3 		$3.26M Buy
18,877
+3,322
+21% +$642K 0.05% 256
2021
Q2 		$3.03M Buy
15,555
+3,815
+32% +$714K 0.06% 252
2021
Q1 		$2.02M Buy
11,740
+2,261
+24% +$362K 0.04% 286
2020
Q4 		$1.51M Sell
9,479
-4,158
-30% -$674K 0.04% 314
2020
Q3 		$2.27M Buy
13,637
+7,100
+109% +$1.17M 0.04% 340
2020
Q2 		$1.1M Buy
6,537
+3,532
+118% +$569K 0.03% 327
2020
Q1 		$437K Buy
3,005
+193
+7% +$28.8K 0.01% 470
2019
Q4 		$401K Buy
+2,812
New +$384K 0.01% 544

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Avantax Advisory Services's CCI Position: Q2 2025 in Review

Avantax Advisory Services increased its Crown Castle (CCI) stake by 5.3% in Q2 2025, buying an estimated $232K and bringing the position to 45,906 shares worth $4.72M. The position accounts for 0.03% of the portfolio, ranked #462.

Avantax Advisory Services first reported a position in CCI in Q4 2019 and has held it in 23 quarters since. The position peaked at $5.48M in Q1 2023. 1,075 funds tracked by Wall St. Rank hold CCI as of Q2 2025.

  • Avantax Advisory Services held 45,906 shares of Crown Castle worth $4.72M as of Q2 2025.
  • Avantax Advisory Services bought 2,296 Crown Castle shares in Q2 2025, an estimated $232K.
  • Crown Castle made up 0.03% of Avantax Advisory Services's portfolio in Q2 2025, its #462 holding.
  • Avantax Advisory Services first reported a position in Crown Castle in Q4 2019 and has held it in 23 quarters since.
  • Avantax Advisory Services's Crown Castle position peaked at $5.48M in Q1 2023.
  • 1,075 funds tracked by Wall St. Rank held Crown Castle as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.