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First Foundation Advisors’s Crown Castle CCI Stock Holding History

First Foundation 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 		– Sell
-530
Closed -$51.8K – 367
2024
Q2 		$51.8K Buy
530
+19
+4% +$1.87K ﹤0.01% 401
2024
Q1 		$54.1K Sell
511
-212
-29% -$23.1K ﹤0.01% 404
2023
Q4 		$83.3K Buy
+723
New +$74.1K ﹤0.01% 394
2023
Q1 		– Sell
-1,502
Closed -$204K – 396
2022
Q4 		$204K Sell
1,502
-1,332
-47% -$180K 0.01% 367
2022
Q3 		$410K Sell
2,834
-4,887
-63% -$836K 0.02% 253
2022
Q2 		$1.3M Sell
7,721
-1,248
-14% -$227K 0.06% 159
2022
Q1 		$1.66M Sell
8,969
-90
-1% -$16K 0.06% 150
2021
Q4 		$1.89M Buy
9,059
+2,331
+35% +$430K 0.07% 144
2021
Q3 		$1.17M Sell
6,728
-170
-2% -$32.9K 0.04% 185
2021
Q2 		$1.35M Sell
6,898
-1,549
-18% -$290K 0.05% 180
2021
Q1 		$1.45M Sell
8,447
-1,176
-12% -$188K 0.06% 161
2020
Q4 		$1.53M Buy
9,623
+766
+9% +$124K 0.07% 152
2020
Q3 		$1.48M Sell
8,857
-66
-0.7% -$10.9K 0.07% 143
2020
Q2 		$1.49M Buy
8,923
+175
+2% +$28.2K 0.08% 137
2020
Q1 		$1.26M Buy
8,748
+6,468
+284% +$965K 0.08% 148
2019
Q4 		$324K Buy
2,280
+310
+16% +$42.3K 0.02% 284
2019
Q3 		$274K Buy
1,970
+179
+10% +$24.8K 0.01% 297
2019
Q2 		$233K Buy
1,791
+175
+11% +$22.5K 0.01% 309
2019
Q1 		$207K Buy
+1,616
New +$190K 0.01% 309

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

First Foundation Advisors's CCI Position: Q3 2024 in Review

First Foundation Advisors sold out of Crown Castle (CCI) in Q3 2024, closing a stake of 530 shares — an estimated $51.8K sold.

First Foundation Advisors first reported a position in CCI in Q1 2019 and held it in 19 quarters. The position peaked at $1.89M in Q4 2021. 1,155 funds tracked by Wall St. Rank hold CCI as of Q3 2024.

  • First Foundation Advisors reported no remaining Crown Castle position as of Q3 2024 after selling out during the quarter.
  • First Foundation Advisors sold 530 Crown Castle shares in Q3 2024, an estimated $51.8K.
  • First Foundation Advisors first reported a position in Crown Castle in Q1 2019 and held it in 19 quarters.
  • First Foundation Advisors's Crown Castle position peaked at $1.89M in Q4 2021.
  • 1,155 funds tracked by Wall St. Rank held Crown Castle as of Q3 2024.

Based on First Foundation Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.