Capital Advisory Group Advisory Services’s Crown Castle CCI Stock Holding History

Capital Advisory Group Advisory Services’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 Q1	–	Sell	-29	Closed	-$5K	–	517
2020 Q4	$5K	Sell	29 -14	-33%	-$2.27K	﹤0.01%	433
2020 Q3	$7K	Buy	43 +26	+153%	+$4.29K	﹤0.01%	347
2020 Q2	$3K	Hold	17	–	–	﹤0.01%	398
2020 Q1	$2K	Buy	+17	New	+$2.54K	﹤0.01%	368
2019 Q4	–	Sell	-17	Closed	-$2K	–	232
2019 Q3	$2K	Hold	17	–	–	﹤0.01%	384
2019 Q2	$2K	Hold	17	–	–	﹤0.01%	372
2019 Q1	$2K	Hold	17	–	–	﹤0.01%	369
2018 Q4	$2K	Hold	17	–	–	﹤0.01%	342
2018 Q3	$2K	Hold	17	–	–	﹤0.01%	327
2018 Q2	$2K	Buy	+17	New	+$1.77K	﹤0.01%	311

Other funds holding CCI

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital Advisory Group Advisory Services's CCI Position: Q1 2021 in Review

Capital Advisory Group Advisory Services sold out of Crown Castle (CCI) in Q1 2021, closing a stake of 29 shares — an estimated $5K sold.

Capital Advisory Group Advisory Services first reported a position in CCI in Q2 2018 and held it in 10 quarters. The position peaked at $7K in Q3 2020. 1,230 funds tracked by Wall St. Rank hold CCI as of Q1 2021.

Capital Advisory Group Advisory Services reported no remaining Crown Castle position as of Q1 2021 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 29 Crown Castle shares in Q1 2021, an estimated $5K.
Capital Advisory Group Advisory Services first reported a position in Crown Castle in Q2 2018 and held it in 10 quarters.
Capital Advisory Group Advisory Services's Crown Castle position peaked at $7K in Q3 2020.
1,230 funds tracked by Wall St. Rank held Crown Castle as of Q1 2021.

Based on Capital Advisory Group Advisory Services's 13F filing for Q1 2021, filed 14 May 2021.