FinTrust Capital Advisors’s Crown Castle CCI Stock Holding History

FinTrust 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
2024 Q3	$23.7K	Sell	200 -69	-26%	-$7.6K	﹤0.01%	770
2024 Q2	$26.3K	Buy	269 +32	+14%	+$3.15K	﹤0.01%	704
2024 Q1	$25.1K	Hold	237	–	–	﹤0.01%	696
2023 Q4	$27.3K	Buy	237 +51	+27%	+$5.22K	0.01%	637
2023 Q3	$17.1K	Buy	186 +142	+323%	+$14.7K	﹤0.01%	691
2023 Q2	$5.97K	Hold	44	–	–	﹤0.01%	842
2023 Q1	$5.97K	Hold	44	–	–	﹤0.01%	836
2022 Q4	$5.97K	Sell	44 -17	-28%	-$2.3K	﹤0.01%	834
2022 Q3	$8K	Buy	61 +11	+22%	+$1.88K	﹤0.01%	917
2022 Q2	$9K	Buy	50 +9	+22%	+$1.64K	﹤0.01%	903
2022 Q1	$8K	Hold	41	–	–	﹤0.01%	988
2021 Q4	$9K	Buy	+41	New	+$7.57K	﹤0.01%	926
2020 Q4	–	Sell	-58	Closed	-$10K	–	1083
2020 Q3	$10K	Hold	58	–	–	﹤0.01%	799
2020 Q2	$10K	Sell	58 -63	-52%	-$10.1K	﹤0.01%	723
2020 Q1	$17K	Sell	121 -216	-64%	-$32.2K	0.01%	654
2019 Q4	$48K	Buy	337 +17	+5%	+$2.32K	0.02%	445
2019 Q3	$45K	Sell	320 -30	-9%	-$4.15K	0.02%	471
2019 Q2	$45K	Buy	350 +88	+34%	+$11.3K	0.02%	433
2019 Q1	$51K	Hold	262	–	–	0.02%	391
2018 Q4	$44K	Buy	+262	New	+$28.8K	0.02%	405

Other funds holding CCI

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

FinTrust Capital Advisors's CCI Position: Q3 2024 in Review

FinTrust Capital Advisors reduced its Crown Castle (CCI) stake by 26% in Q3 2024, selling an estimated $7.6K and leaving 200 shares worth $23.7K. The position accounts for ﹤0.01% of the portfolio, ranked #770.

FinTrust Capital Advisors first reported a position in CCI in Q4 2018 and has held it in 20 quarters since. The position peaked at $51K in Q1 2019. 1,158 funds tracked by Wall St. Rank hold CCI as of Q3 2024.

FinTrust Capital Advisors held 200 shares of Crown Castle worth $23.7K as of Q3 2024.
FinTrust Capital Advisors sold 69 Crown Castle shares in Q3 2024, an estimated $7.6K.
Crown Castle made up ﹤0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #770 holding.
FinTrust Capital Advisors first reported a position in Crown Castle in Q4 2018 and has held it in 20 quarters since.
FinTrust Capital Advisors's Crown Castle position peaked at $51K in Q1 2019.
1,158 funds tracked by Wall St. Rank held Crown Castle as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.