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AXS Investments’s Crown Castle CCI Stock Holding History

AXS Investments’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
-193
Closed -$22K – 381
2023
Q2 		$22K Buy
+193
New +$23K 0.01% 373
2021
Q3 		– Sell
-1,341
Closed -$262K – 121
2021
Q2 		$262K Buy
+1,341
New +$251K 0.08% 152

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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

AXS Investments's CCI Position: Q3 2023 in Review

AXS Investments sold out of Crown Castle (CCI) in Q3 2023, closing a stake of 193 shares — an estimated $22K sold.

AXS Investments first reported a position in CCI in Q2 2021 and held it in 2 quarters. The position peaked at $262K in Q2 2021. 1,155 funds tracked by Wall St. Rank hold CCI as of Q3 2023.

  • AXS Investments reported no remaining Crown Castle position as of Q3 2023 after selling out during the quarter.
  • AXS Investments sold 193 Crown Castle shares in Q3 2023, an estimated $22K.
  • AXS Investments first reported a position in Crown Castle in Q2 2021 and held it in 2 quarters.
  • AXS Investments's Crown Castle position peaked at $262K in Q2 2021.
  • 1,155 funds tracked by Wall St. Rank held Crown Castle as of Q3 2023.

Based on AXS Investments's 13F filing for Q3 2023, filed 9 Nov 2023.