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Beacon Pointe Wealth Advisors’s Crown Castle CCI Stock Holding History

Beacon Pointe Wealth 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
2019
Q4 		$253K Buy
1,782
+30
+2% +$4.09K 0.05% 234
2019
Q3 		$244K Buy
1,752
+65
+4% +$8.99K 0.05% 227
2019
Q2 		$220K Buy
+1,687
New +$217K 0.05% 245

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Beacon Pointe Wealth Advisors's CCI Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors increased its Crown Castle (CCI) stake by 1.7% in Q4 2019, buying an estimated $4.09K and bringing the position to 1,782 shares worth $253K. The position accounts for 0.05% of the portfolio, ranked #234.

Beacon Pointe Wealth Advisors first reported a position in CCI in Q2 2019 and has held it in 3 quarters since. 1,050 funds tracked by Wall St. Rank hold CCI as of Q4 2019.

  • Beacon Pointe Wealth Advisors held 1,782 shares of Crown Castle worth $253K as of Q4 2019.
  • Beacon Pointe Wealth Advisors bought 30 Crown Castle shares in Q4 2019, an estimated $4.09K.
  • Crown Castle made up 0.05% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #234 holding.
  • Beacon Pointe Wealth Advisors first reported a position in Crown Castle in Q2 2019 and has held it in 3 quarters since.
  • 1,050 funds tracked by Wall St. Rank held Crown Castle as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.