Elevated Capital Advisors’s Crown Castle CCI Stock Holding History

Elevated Capital 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
2023 Q3	–	Sell	-15,211	Closed	-$1.73M	–	170
2023 Q2	$1.73M	Buy	15,211 +1,628	+12%	+$194K	0.58%	60
2023 Q1	$1.82M	Buy	13,583 +715	+6%	+$98.8K	0.65%	51
2022 Q4	$1.75M	Buy	12,868 +1,746	+16%	+$236K	0.67%	48
2022 Q3	$1.61M	Buy	+11,122	New	+$1.9M	0.63%	48
2022 Q1	$1.63M	Buy	+8,852	New	+$1.58M	0.54%	49
2021 Q3	$1.23M	Buy	+7,090	New	+$1.37M	0.42%	72
2021 Q1	$1.14M	Buy	6,251 +37	+0.6%	+$5.93K	0.44%	76
2020 Q4	$989K	Sell	6,214 -419	-6%	-$68K	0.43%	74
2020 Q3	$1.06M	Sell	6,633 -177	-3%	-$29.2K	0.5%	62
2020 Q2	$1.13M	Buy	+6,810	New	+$1.1M	0.53%	64
2019 Q4	$386K	Buy	+2,718	New	+$371K	0.43%	71
2019 Q1	$958K	Buy	+5,895	New	+$691K	0.63%	45

Other funds holding CCI

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Elevated Capital Advisors's CCI Position: Q3 2023 in Review

Elevated Capital Advisors sold out of Crown Castle (CCI) in Q3 2023, closing a stake of 15,211 shares — an estimated $1.73M sold.

Elevated Capital Advisors first reported a position in CCI in Q1 2019 and held it in 12 quarters. The position peaked at $1.82M in Q1 2023. 1,155 funds tracked by Wall St. Rank hold CCI as of Q3 2023.

Elevated Capital Advisors reported no remaining Crown Castle position as of Q3 2023 after selling out during the quarter.
Elevated Capital Advisors sold 15,211 Crown Castle shares in Q3 2023, an estimated $1.73M.
Elevated Capital Advisors first reported a position in Crown Castle in Q1 2019 and held it in 12 quarters.
Elevated Capital Advisors's Crown Castle position peaked at $1.82M in Q1 2023.
1,155 funds tracked by Wall St. Rank held Crown Castle as of Q3 2023.

Based on Elevated Capital Advisors's 13F filing for Q3 2023, filed 17 Oct 2023.