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Fermata Advisors’s Crown Castle CCI Stock Holding History

Fermata 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
Q2 		– Sell
-1,134
Closed -$210K – 165
2022
Q1 		$210K Sell
1,134
-70
-6% -$12.5K 0.08% 173
2021
Q4 		$252K Sell
1,204
-25
-2% -$4.62K 0.09% 151
2021
Q3 		$213K Sell
1,229
-51
-4% -$9.86K 0.09% 167
2021
Q2 		$250K Buy
+1,280
New +$240K 0.15% 120

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Fermata Advisors's CCI Position: Q2 2022 in Review

Fermata Advisors sold out of Crown Castle (CCI) in Q2 2022, closing a stake of 1,134 shares — an estimated $210K sold.

Fermata Advisors first reported a position in CCI in Q2 2021 and held it in 4 quarters. The position peaked at $252K in Q4 2021. 1,349 funds tracked by Wall St. Rank hold CCI as of Q2 2022.

  • Fermata Advisors reported no remaining Crown Castle position as of Q2 2022 after selling out during the quarter.
  • Fermata Advisors sold 1,134 Crown Castle shares in Q2 2022, an estimated $210K.
  • Fermata Advisors first reported a position in Crown Castle in Q2 2021 and held it in 4 quarters.
  • Fermata Advisors's Crown Castle position peaked at $252K in Q4 2021.
  • 1,349 funds tracked by Wall St. Rank held Crown Castle as of Q2 2022.

Based on Fermata Advisors's 13F filing for Q2 2022, filed 9 Aug 2022.