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DCM Advisors’s Crown Castle CCI Stock Holding History

DCM 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
2022
Q3 		– Sell
-2,821
Closed -$474K – 181
2022
Q2 		$474K Buy
2,821
+1,071
+61% +$195K 0.2% 110
2022
Q1 		$323K Hold
1,750
– – 0.11% 150
2021
Q4 		$365K Sell
1,750
-5,032
-74% -$929K 0.11% 164
2021
Q3 		$1.18M Sell
6,782
-768
-10% -$148K 0.45% 61
2021
Q2 		$1.47M Buy
7,550
+1,550
+26% +$290K 0.84% 28
2021
Q1 		$1.03M Buy
+6,000
New +$961K 0.6% 56

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
State Street
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

DCM Advisors's CCI Position: Q3 2022 in Review

DCM Advisors sold out of Crown Castle (CCI) in Q3 2022, closing a stake of 2,821 shares — an estimated $474K sold.

DCM Advisors first reported a position in CCI in Q1 2021 and held it in 6 quarters. The position peaked at $1.47M in Q2 2021. 1,293 funds tracked by Wall St. Rank hold CCI as of Q3 2022.

  • DCM Advisors reported no remaining Crown Castle position as of Q3 2022 after selling out during the quarter.
  • DCM Advisors sold 2,821 Crown Castle shares in Q3 2022, an estimated $474K.
  • DCM Advisors first reported a position in Crown Castle in Q1 2021 and held it in 6 quarters.
  • DCM Advisors's Crown Castle position peaked at $1.47M in Q2 2021.
  • 1,293 funds tracked by Wall St. Rank held Crown Castle as of Q3 2022.

Based on DCM Advisors's 13F filing for Q3 2022, filed 11 Sep 2023.