BFA
CCI icon

Beaumont Financial Advisors’s Crown Castle CCI Stock Holding History

Beaumont 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
Q3 		– Sell
-1,038
Closed -$203K – 359
2021
Q2 		$203K Buy
+1,038
New +$194K 0.02% 358
2018
Q4 		– Sell
-2,771
Closed -$309K – 199
2018
Q3 		$309K Buy
+2,771
New +$309K 0.03% 185

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
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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Beaumont Financial Advisors's CCI Position: Q3 2021 in Review

Beaumont Financial Advisors sold out of Crown Castle (CCI) in Q3 2021, closing a stake of 1,038 shares — an estimated $203K sold.

Beaumont Financial Advisors first reported a position in CCI in Q3 2018 and held it in 2 quarters. The position peaked at $309K in Q3 2018. 1,279 funds tracked by Wall St. Rank hold CCI as of Q3 2021.

  • Beaumont Financial Advisors reported no remaining Crown Castle position as of Q3 2021 after selling out during the quarter.
  • Beaumont Financial Advisors sold 1,038 Crown Castle shares in Q3 2021, an estimated $203K.
  • Beaumont Financial Advisors first reported a position in Crown Castle in Q3 2018 and held it in 2 quarters.
  • Beaumont Financial Advisors's Crown Castle position peaked at $309K in Q3 2018.
  • 1,279 funds tracked by Wall St. Rank held Crown Castle as of Q3 2021.

Based on Beaumont Financial Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.