BSSFA
CCI icon

Baron Silver Stevens Financial Advisors’s Crown Castle CCI Stock Holding History

Baron Silver Stevens Financial 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
2021
Q1 		– Sell
-123
Closed -$19K – 113
2020
Q4 		$19K Buy
+123
New +$20K 0.01% 200

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Baron Silver Stevens Financial Advisors's CCI Position: Q1 2021 in Review

Baron Silver Stevens Financial Advisors sold out of Crown Castle (CCI) in Q1 2021, closing a stake of 123 shares — an estimated $19K sold.

Baron Silver Stevens Financial Advisors first reported a position in CCI in Q4 2020 and held it in 1 quarter. The position peaked at $19K in Q4 2020. 1,230 funds tracked by Wall St. Rank hold CCI as of Q1 2021.

  • Baron Silver Stevens Financial Advisors reported no remaining Crown Castle position as of Q1 2021 after selling out during the quarter.
  • Baron Silver Stevens Financial Advisors sold 123 Crown Castle shares in Q1 2021, an estimated $19K.
  • Baron Silver Stevens Financial Advisors first reported a position in Crown Castle in Q4 2020 and held it in 1 quarter.
  • Baron Silver Stevens Financial Advisors's Crown Castle position peaked at $19K in Q4 2020.
  • 1,230 funds tracked by Wall St. Rank held Crown Castle as of Q1 2021.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q1 2021, filed 27 Apr 2021.