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 $5.7T AUM 30.48% 1-Year Est. Return

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 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 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