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BMS Financial Advisors’s Crown Castle CCI Stock Holding History

BMS 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
2023
Q2 		$271K Sell
2,379
-909
-28% -$108K 0.18% 99
2023
Q1 		$440K Buy
3,288
+148
+5% +$20.5K 0.3% 77
2022
Q4 		$426K Sell
3,140
-458
-13% -$61.9K 0.28% 65
2022
Q3 		$520K Sell
3,598
-140
-4% -$24K 0.36% 56
2022
Q2 		$629K Buy
3,738
+170
+5% +$30.9K 0.41% 38
2022
Q1 		$659K Buy
3,568
+137
+4% +$24.4K 0.42% 45
2021
Q4 		$716K Buy
+3,431
New +$634K 0.46% 39

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 International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BMS Financial Advisors's CCI Position: Q2 2023 in Review

BMS Financial Advisors reduced its Crown Castle (CCI) stake by 28% in Q2 2023, selling an estimated $108K and leaving 2,379 shares worth $271K. The position accounts for 0.18% of the portfolio, ranked #99.

BMS Financial Advisors first reported a position in CCI in Q4 2021 and has held it in 7 quarters since. The position peaked at $716K in Q4 2021. 1,235 funds tracked by Wall St. Rank hold CCI as of Q2 2023.

  • BMS Financial Advisors held 2,379 shares of Crown Castle worth $271K as of Q2 2023.
  • BMS Financial Advisors sold 909 Crown Castle shares in Q2 2023, an estimated $108K.
  • Crown Castle made up 0.18% of BMS Financial Advisors's portfolio in Q2 2023, its #99 holding.
  • BMS Financial Advisors first reported a position in Crown Castle in Q4 2021 and has held it in 7 quarters since.
  • BMS Financial Advisors's Crown Castle position peaked at $716K in Q4 2021.
  • 1,235 funds tracked by Wall St. Rank held Crown Castle as of Q2 2023.

Based on BMS Financial Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.