Fortis Advisors’s Crown Castle CCI Stock Holding History

Fortis 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
2023 Q2	–	Sell	-500	Closed	-$66.9K	–	116
2023 Q1	$66.9K	Hold	500	–	–	0.04%	146
2022 Q4	$67.8K	Hold	500	–	–	0.05%	142
2022 Q3	$72K	Hold	500	–	–	0.05%	141
2022 Q2	$84K	Hold	500	–	–	0.06%	142
2022 Q1	$92K	Hold	500	–	–	0.05%	165
2021 Q4	$104K	Hold	500	–	–	0.06%	138
2021 Q3	$87K	Hold	500	–	–	0.05%	150
2021 Q2	$98K	Hold	500	–	–	0.06%	142
2021 Q1	$86K	Hold	500	–	–	0.06%	117
2020 Q4	$80K	Hold	500	–	–	0.07%	90
2020 Q3	$83K	Sell	500 -250	-33%	-$41.3K	0.08%	81
2020 Q2	$126K	Hold	750	–	–	0.12%	73
2020 Q1	$108K	Hold	750	–	–	0.07%	139
2019 Q4	$107K	Hold	750	–	–	0.06%	173
2019 Q3	$104K	Hold	750	–	–	0.05%	177
2019 Q2	$98K	Hold	750	–	–	0.05%	180
2019 Q1	$96K	Hold	750	–	–	0.05%	177
2018 Q4	$81K	Hold	750	–	–	0.05%	180
2018 Q3	$83K	Hold	750	–	–	0.05%	170
2018 Q2	$81K	Hold	750	–	–	0.05%	170
2018 Q1	$82K	Buy	750 +250	+50%	+$27.1K	0.05%	153
2017 Q4	$56K	Hold	500	–	–	0.03%	172
2017 Q3	$50K	Buy	+500	New	+$51.1K	0.03%	171

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

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

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

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

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

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

Fortis Advisors's CCI Position: Q2 2023 in Review

Fortis Advisors sold out of Crown Castle (CCI) in Q2 2023, closing a stake of 500 shares — an estimated $66.9K sold.

Fortis Advisors first reported a position in CCI in Q3 2017 and held it in 23 quarters. The position peaked at $126K in Q2 2020. 1,236 funds tracked by Wall St. Rank hold CCI as of Q2 2023.

Fortis Advisors reported no remaining Crown Castle position as of Q2 2023 after selling out during the quarter.
Fortis Advisors sold 500 Crown Castle shares in Q2 2023, an estimated $66.9K.
Fortis Advisors first reported a position in Crown Castle in Q3 2017 and held it in 23 quarters.
Fortis Advisors's Crown Castle position peaked at $126K in Q2 2020.
1,236 funds tracked by Wall St. Rank held Crown Castle as of Q2 2023.

Based on Fortis Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.