BerganKDV Wealth Management’s Crown Castle CCI Stock Holding History

BerganKDV Wealth Management’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 Q2	$17.7K	Sell	155 -33	-18%	-$3.93K	﹤0.01%	502
2023 Q1	$25.2K	Hold	188	–	–	﹤0.01%	491
2022 Q4	$25.6K	Sell	188 -6	-3%	-$811	﹤0.01%	462
2022 Q3	$28K	Sell	194 -9	-4%	-$1.54K	﹤0.01%	438
2022 Q2	$34K	Buy	203 +2	+1%	+$364	﹤0.01%	422
2022 Q1	$37K	Sell	201 -26	-11%	-$4.63K	﹤0.01%	428
2021 Q4	$47K	Buy	227 +1	+0.4%	+$185	﹤0.01%	431
2021 Q3	$39K	Sell	226 -24	-10%	-$4.64K	﹤0.01%	433
2021 Q2	$49K	Buy	250 +50	+25%	+$9.36K	0.01%	385
2021 Q1	$34K	Hold	200	–	–	﹤0.01%	413
2020 Q4	$32K	Buy	200 +10	+5%	+$1.62K	﹤0.01%	404
2020 Q3	$32K	Hold	190	–	–	0.01%	377
2020 Q2	$32K	Buy	190 +145	+322%	+$23.4K	0.01%	400
2020 Q1	$6K	Hold	45	–	–	﹤0.01%	547
2019 Q4	$6K	Buy	+45	New	+$6.14K	﹤0.01%	587

Other funds holding CCI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BerganKDV Wealth Management's CCI Position: Q2 2023 in Review

BerganKDV Wealth Management reduced its Crown Castle (CCI) stake by 18% in Q2 2023, selling an estimated $3.93K and leaving 155 shares worth $17.7K. The position accounts for ﹤0.01% of the portfolio, ranked #502.

BerganKDV Wealth Management first reported a position in CCI in Q4 2019 and has held it in 15 quarters since. The position peaked at $49K in Q2 2021. 1,235 funds tracked by Wall St. Rank hold CCI as of Q2 2023.

BerganKDV Wealth Management held 155 shares of Crown Castle worth $17.7K as of Q2 2023.
BerganKDV Wealth Management sold 33 Crown Castle shares in Q2 2023, an estimated $3.93K.
Crown Castle made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #502 holding.
BerganKDV Wealth Management first reported a position in Crown Castle in Q4 2019 and has held it in 15 quarters since.
BerganKDV Wealth Management's Crown Castle position peaked at $49K in Q2 2021.
1,235 funds tracked by Wall St. Rank held Crown Castle as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.