First Affirmative Financial Network’s Crown Castle CCI Stock Holding History

First Affirmative Financial Network’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	-1,942	Closed	-$221K	–	216
2023 Q2	$221K	Buy	1,942 +121	+7%	+$14.4K	0.22%	153
2023 Q1	$244K	Sell	1,821 -495	-21%	-$68.4K	0.28%	112
2022 Q4	$314K	Sell	2,316 -149	-6%	-$20.1K	0.38%	82
2022 Q3	$356K	Sell	2,465 -180	-7%	-$30.8K	0.45%	62
2022 Q2	$445K	Sell	2,645 -127	-5%	-$23.1K	0.51%	47
2022 Q1	$512K	Buy	2,772 +665	+32%	+$118K	0.49%	51
2021 Q4	$440K	Buy	2,107 +532	+34%	+$98.2K	0.4%	65
2021 Q3	$273K	Buy	+1,575	New	+$304K	0.28%	107

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

First Affirmative Financial Network's CCI Position: Q3 2023 in Review

First Affirmative Financial Network sold out of Crown Castle (CCI) in Q3 2023, closing a stake of 1,942 shares — an estimated $221K sold.

First Affirmative Financial Network first reported a position in CCI in Q3 2021 and held it in 8 quarters. The position peaked at $512K in Q1 2022. 1,155 funds tracked by Wall St. Rank hold CCI as of Q3 2023.

First Affirmative Financial Network reported no remaining Crown Castle position as of Q3 2023 after selling out during the quarter.
First Affirmative Financial Network sold 1,942 Crown Castle shares in Q3 2023, an estimated $221K.
First Affirmative Financial Network first reported a position in Crown Castle in Q3 2021 and held it in 8 quarters.
First Affirmative Financial Network's Crown Castle position peaked at $512K in Q1 2022.
1,155 funds tracked by Wall St. Rank held Crown Castle as of Q3 2023.

Based on First Affirmative Financial Network's 13F filing for Q3 2023, filed 16 Oct 2023.