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Avantax Planning Partners’s Crown Castle CCI Stock Holding History

Avantax Planning Partners’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
Q3 		– Sell
-1,944
Closed -$221K – 367
2023
Q2 		$221K Buy
1,944
+320
+20% +$38.1K 0.01% 339
2023
Q1 		$217K Sell
1,624
-43
-3% -$5.94K 0.01% 344
2022
Q4 		$226K Buy
1,667
+127
+8% +$17.2K 0.01% 336
2022
Q3 		$223K Sell
1,540
-593
-28% -$101K 0.01% 312
2022
Q2 		$359K Sell
2,133
-229
-10% -$41.7K 0.02% 249
2022
Q1 		$436K Buy
2,362
+61
+3% +$10.9K 0.02% 234
2021
Q4 		$480K Sell
2,301
-125
-5% -$23.1K 0.02% 221
2021
Q3 		$420K Sell
2,426
-13
-0.5% -$2.51K 0.02% 219
2021
Q2 		$476K Buy
2,439
+420
+21% +$78.6K 0.02% 202
2021
Q1 		$348K Buy
2,019
+297
+17% +$47.6K 0.02% 223
2020
Q4 		$274K Sell
1,722
-418
-20% -$67.8K 0.01% 239
2020
Q3 		$356K Buy
2,140
+674
+46% +$111K 0.02% 211
2020
Q2 		$245K Sell
1,466
-19
-1% -$3.06K 0.01% 239
2020
Q1 		$214K Sell
1,485
-528
-26% -$78.7K 0.01% 247
2019
Q4 		$286K Sell
2,013
-40
-2% -$5.46K 0.02% 240
2019
Q3 		$285K Sell
2,053
-110
-5% -$15.2K 0.02% 243
2019
Q2 		$292K Buy
2,163
+221
+11% +$28.4K 0.02% 234
2019
Q1 		$249K Buy
+1,942
New +$228K 0.02% 256
2018
Q4 		– Sell
-240
Closed -$27K – 424
2018
Q3 		$27K Buy
+240
New +$26.7K ﹤0.01% 627
2018
Q2 		– Sell
-2,108
Closed -$231K – 431
2018
Q1 		$231K Sell
2,108
-149
-7% -$16.2K 0.02% 274
2017
Q4 		$251K Sell
2,257
-372
-14% -$40.1K 0.02% 256
2017
Q3 		$263K Buy
2,629
+201
+8% +$20.6K 0.02% 304
2017
Q2 		$243K Buy
+2,428
New +$239K 0.02% 297

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 $3.37T AUM 44.26% 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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Avantax Planning Partners's CCI Position: Q3 2023 in Review

Avantax Planning Partners sold out of Crown Castle (CCI) in Q3 2023, closing a stake of 1,944 shares — an estimated $221K sold.

Avantax Planning Partners first reported a position in CCI in Q2 2017 and held it in 23 quarters. The position peaked at $480K in Q4 2021. 1,155 funds tracked by Wall St. Rank hold CCI as of Q3 2023.

  • Avantax Planning Partners reported no remaining Crown Castle position as of Q3 2023 after selling out during the quarter.
  • Avantax Planning Partners sold 1,944 Crown Castle shares in Q3 2023, an estimated $221K.
  • Avantax Planning Partners first reported a position in Crown Castle in Q2 2017 and held it in 23 quarters.
  • Avantax Planning Partners's Crown Castle position peaked at $480K in Q4 2021.
  • 1,155 funds tracked by Wall St. Rank held Crown Castle as of Q3 2023.

Based on Avantax Planning Partners's 13F filing for Q3 2023, filed 6 Nov 2023.