BFPW
CCI icon

BOK Financial Private Wealth’s Crown Castle CCI Stock Holding History

BOK Financial Private Wealth’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
2024
Q3 		– Sell
-57
Closed -$5.57K – 537
2024
Q2 		$5.57K Hold
57
– – ﹤0.01% 398
2024
Q1 		$6.03K Hold
57
– – ﹤0.01% 390
2023
Q4 		$6.57K Hold
57
– – ﹤0.01% 390
2023
Q3 		$5.25K Sell
57
-233
-80% -$24.1K ﹤0.01% 341
2023
Q2 		$33K Sell
290
-436
-60% -$51.9K ﹤0.01% 258
2023
Q1 		$97.2K Sell
726
-9,052
-93% -$1.25M 0.01% 200
2022
Q4 		$1.33M Sell
9,778
-265
-3% -$35.8K 0.11% 89
2022
Q3 		$1.45M Buy
10,043
+425
+4% +$72.7K 0.13% 92
2022
Q2 		$1.62M Sell
9,618
-2,949
-23% -$537K 0.14% 91
2022
Q1 		$2.32M Buy
12,567
+648
+5% +$115K 0.16% 89
2021
Q4 		$2.49M Sell
11,919
-128
-1% -$23.6K 0.17% 85
2021
Q3 		$2.09M Buy
12,047
+236
+2% +$45.6K 0.17% 81
2021
Q2 		$2.3M Buy
11,811
+862
+8% +$161K 0.19% 79
2021
Q1 		$1.89M Buy
10,949
+341
+3% +$54.6K 0.17% 83
2020
Q4 		$1.69M Sell
10,608
-60
-0.6% -$9.73K 0.16% 84
2020
Q3 		$1.78M Sell
10,668
-846
-7% -$140K 0.19% 82
2020
Q2 		$1.93M Sell
11,514
-2,593
-18% -$418K 0.2% 77
2020
Q1 		$2.04M Sell
14,107
-7,017
-33% -$1.05M 0.25% 79
2019
Q4 		$3M Buy
+21,124
New +$2.88M 0.25% 73

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BOK Financial Private Wealth's CCI Position: Q3 2024 in Review

BOK Financial Private Wealth sold out of Crown Castle (CCI) in Q3 2024, closing a stake of 57 shares — an estimated $5.57K sold.

BOK Financial Private Wealth first reported a position in CCI in Q4 2019 and held it in 19 quarters. The position peaked at $3M in Q4 2019. 1,155 funds tracked by Wall St. Rank hold CCI as of Q3 2024.

  • BOK Financial Private Wealth reported no remaining Crown Castle position as of Q3 2024 after selling out during the quarter.
  • BOK Financial Private Wealth sold 57 Crown Castle shares in Q3 2024, an estimated $5.57K.
  • BOK Financial Private Wealth first reported a position in Crown Castle in Q4 2019 and held it in 19 quarters.
  • BOK Financial Private Wealth's Crown Castle position peaked at $3M in Q4 2019.
  • 1,155 funds tracked by Wall St. Rank held Crown Castle as of Q3 2024.

Based on BOK Financial Private Wealth's 13F filing for Q3 2024, filed 13 Nov 2024.