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First Personal Financial Services’s Crown Castle CCI Stock Holding History

First Personal Financial Services’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 		$7.71K Hold
65
– – ﹤0.01% 323
2024
Q2 		$6.35K Buy
+65
New +$6.4K ﹤0.01% 305
2022
Q4 		– Sell
-124
Closed -$18K – 398
2022
Q3 		$18K Buy
124
+75
+153% +$12.8K 0.01% 293
2022
Q2 		$8K Hold
49
– – ﹤0.01% 291
2022
Q1 		$9K Hold
49
– – ﹤0.01% 300
2021
Q4 		$10K Buy
+49
New +$9.05K ﹤0.01% 291
2020
Q1 		– Sell
-199
Closed -$28K – 332
2019
Q4 		$28K Sell
199
-115
-37% -$15.7K 0.01% 227
2019
Q3 		$44K Sell
314
-500
-61% -$69.2K 0.01% 256
2019
Q2 		$106K Buy
814
+147
+22% +$18.9K 0.03% 210
2019
Q1 		$85K Hold
667
– – 0.03% 218
2018
Q4 		$72K Buy
667
+167
+33% +$18.4K 0.02% 222
2018
Q3 		$56K Hold
500
– – 0.02% 267
2018
Q2 		$54K Sell
500
-17
-3% -$1.77K 0.02% 262
2018
Q1 		$56K Sell
517
-65
-11% -$7.05K 0.01% 417
2017
Q4 		$65K Buy
582
+65
+13% +$7.01K 0.01% 415
2017
Q3 		$52K Sell
517
-1,576
-75% -$161K 0.01% 411
2017
Q2 		$210K Buy
2,093
+419
+25% +$41.2K 0.05% 212
2017
Q1 		$158K Buy
1,674
+1,574
+1,574% +$141K 0.04% 220
2016
Q4 		$9K Buy
100
+70
+233% +$6.13K ﹤0.01% 723
2016
Q3 		$3K Sell
30
-50
-63% -$4.81K ﹤0.01% 738
2016
Q2 		$8K Buy
80
+30
+60% +$2.72K ﹤0.01% 609
2016
Q1 		$4K Hold
50
– – ﹤0.01% 288
2015
Q4 		$4K Sell
50
-192
-79% -$16.3K ﹤0.01% 343
2015
Q3 		$20K Buy
242
+50
+26% +$4.07K 0.01% 234
2015
Q2 		$16K Hold
192
– – 0.01% 242
2015
Q1 		$16K Hold
192
– – 0.01% 240
2014
Q4 		$15K Buy
+192
New +$15.4K 0.01% 227

Other funds holding CCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

First Personal Financial Services's CCI Position: Q3 2024 in Review

First Personal Financial Services held its Crown Castle (CCI) position steady in Q3 2024 at 65 shares worth $7.71K. The position accounts for ﹤0.01% of the portfolio, ranked #323.

First Personal Financial Services first reported a position in CCI in Q4 2014 and has held it in 27 quarters since. The position peaked at $210K in Q2 2017. 1,158 funds tracked by Wall St. Rank hold CCI as of Q3 2024.

  • First Personal Financial Services held 65 shares of Crown Castle worth $7.71K as of Q3 2024.
  • First Personal Financial Services left its Crown Castle share count unchanged in Q3 2024.
  • Crown Castle made up ﹤0.01% of First Personal Financial Services's portfolio in Q3 2024, its #323 holding.
  • First Personal Financial Services first reported a position in Crown Castle in Q4 2014 and has held it in 27 quarters since.
  • First Personal Financial Services's Crown Castle position peaked at $210K in Q2 2017.
  • 1,158 funds tracked by Wall St. Rank held Crown Castle as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.