Certified Advisory Corp’s Crown Castle CCI Stock Holding History

Certified Advisory Corp’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	–	Sell	-963	Closed	-$129K	–	264
2023 Q1	$129K	Buy	+963	New	+$133K	0.02%	237
2022 Q3	–	Sell	-12	Closed	-$2K	–	221
2022 Q2	$2K	Sell	12 -802	-99%	-$146K	﹤0.01%	211
2022 Q1	$150K	Buy	+814	New	+$145K	0.03%	212
2021 Q4	–	Sell	-12	Closed	-$2K	–	226
2021 Q3	$2K	Buy	+12	New	+$2.32K	﹤0.01%	224
2021 Q2	–	Sell	-445	Closed	-$77K	–	275
2021 Q1	$77K	Buy	+445	New	+$71.3K	0.02%	285
2020 Q2	$24K	Buy	140 +20	+17%	+$3.22K	0.01%	405
2020 Q1	$17K	Buy	120 +1	+0.8%	+$149	0.01%	442
2019 Q4	$17K	Buy	119 +58	+95%	+$7.91K	0.01%	504
2019 Q3	$9K	Buy	61 +40	+190%	+$5.53K	﹤0.01%	591
2019 Q2	$3K	Hold	21	–	–	﹤0.01%	717
2019 Q1	$3K	Hold	21	–	–	﹤0.01%	667
2018 Q4	$2K	Hold	21	–	–	﹤0.01%	682
2018 Q3	$2K	Sell	21 -1	-5%	-$111	﹤0.01%	710
2018 Q2	$2K	Hold	22	–	–	﹤0.01%	694
2018 Q1	$2K	Hold	22	–	–	﹤0.01%	666
2017 Q4	$2K	Buy	+22	New	+$2.37K	﹤0.01%	633

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

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

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

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

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Certified Advisory Corp's CCI Position: Q2 2023 in Review

Certified Advisory Corp sold out of Crown Castle (CCI) in Q2 2023, closing a stake of 963 shares — an estimated $129K sold.

Certified Advisory Corp first reported a position in CCI in Q4 2017 and held it in 16 quarters. The position peaked at $150K in Q1 2022. 1,236 funds tracked by Wall St. Rank hold CCI as of Q2 2023.

Certified Advisory Corp reported no remaining Crown Castle position as of Q2 2023 after selling out during the quarter.
Certified Advisory Corp sold 963 Crown Castle shares in Q2 2023, an estimated $129K.
Certified Advisory Corp first reported a position in Crown Castle in Q4 2017 and held it in 16 quarters.
Certified Advisory Corp's Crown Castle position peaked at $150K in Q1 2022.
1,236 funds tracked by Wall St. Rank held Crown Castle as of Q2 2023.

Based on Certified Advisory Corp's 13F filing for Q2 2023, filed 14 Aug 2023.