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Choate Investment Advisors’s Crown Castle CCI Stock Holding History

Choate Investment 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
2024
Q2 		– Sell
-2,192
Closed -$232K – 382
2024
Q1 		$232K Sell
2,192
-357
-14% -$38.8K 0.01% 367
2023
Q4 		$294K Buy
+2,549
New +$261K 0.01% 309
2022
Q3 		– Sell
-1,393
Closed -$234K – 298
2022
Q2 		$234K Sell
1,393
-250
-15% -$45.5K 0.01% 235
2022
Q1 		$303K Sell
1,643
-22
-1% -$3.92K 0.02% 243
2021
Q4 		$347K Buy
1,665
+46
+3% +$8.49K 0.02% 214
2021
Q3 		$280K Buy
1,619
+150
+10% +$29K 0.02% 229
2021
Q2 		$286K Buy
+1,469
New +$275K 0.02% 232

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Choate Investment Advisors's CCI Position: Q2 2024 in Review

Choate Investment Advisors sold out of Crown Castle (CCI) in Q2 2024, closing a stake of 2,192 shares — an estimated $232K sold.

Choate Investment Advisors first reported a position in CCI in Q2 2021 and held it in 7 quarters. The position peaked at $347K in Q4 2021. 1,126 funds tracked by Wall St. Rank hold CCI as of Q2 2024.

  • Choate Investment Advisors reported no remaining Crown Castle position as of Q2 2024 after selling out during the quarter.
  • Choate Investment Advisors sold 2,192 Crown Castle shares in Q2 2024, an estimated $232K.
  • Choate Investment Advisors first reported a position in Crown Castle in Q2 2021 and held it in 7 quarters.
  • Choate Investment Advisors's Crown Castle position peaked at $347K in Q4 2021.
  • 1,126 funds tracked by Wall St. Rank held Crown Castle as of Q2 2024.

Based on Choate Investment Advisors's 13F filing for Q2 2024, filed 8 Aug 2024.