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Fortem Financial Group’s Crown Castle CCI Stock Holding History

Fortem Financial Group’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
2021
Q1 		– Sell
-370
Closed -$59K – 208
2020
Q4 		$59K Buy
+370
New +$60K 0.04% 228

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fortem Financial Group's CCI Position: Q1 2021 in Review

Fortem Financial Group sold out of Crown Castle (CCI) in Q1 2021, closing a stake of 370 shares — an estimated $59K sold.

Fortem Financial Group first reported a position in CCI in Q4 2020 and held it in 1 quarter. The position peaked at $59K in Q4 2020. 1,228 funds tracked by Wall St. Rank hold CCI as of Q1 2021.

  • Fortem Financial Group reported no remaining Crown Castle position as of Q1 2021 after selling out during the quarter.
  • Fortem Financial Group sold 370 Crown Castle shares in Q1 2021, an estimated $59K.
  • Fortem Financial Group first reported a position in Crown Castle in Q4 2020 and held it in 1 quarter.
  • Fortem Financial Group's Crown Castle position peaked at $59K in Q4 2020.
  • 1,228 funds tracked by Wall St. Rank held Crown Castle as of Q1 2021.

Based on Fortem Financial Group's 13F filing for Q1 2021, filed 20 Apr 2021.