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Fortitude Advisory Group’s Crown Castle CCI Stock Holding History

Fortitude Advisory 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
2024
Q2 		– Sell
-2,984
Closed -$316K – 202
2024
Q1 		$316K Sell
2,984
-59
-2% -$6.42K 0.18% 123
2023
Q4 		$351K Sell
3,043
-149
-5% -$15.3K 0.21% 107
2023
Q3 		$294K Buy
3,192
+522
+20% +$54.1K 0.2% 117
2023
Q2 		$304K Buy
2,670
+12
+0.5% +$1.43K 0.22% 110
2023
Q1 		$356K Buy
2,658
+270
+11% +$37.3K 0.28% 97
2022
Q4 		$324K Buy
2,388
+586
+33% +$79.2K 0.28% 106
2022
Q3 		$260K Buy
1,802
+9
+0.5% +$1.54K 0.25% 115
2022
Q2 		$302K Buy
1,793
+147
+9% +$26.7K 0.28% 98
2022
Q1 		$304K Buy
1,646
+96
+6% +$17.1K 0.16% 119
2021
Q4 		$324K Buy
+1,550
New +$286K 0.16% 120

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Fortitude Advisory Group's CCI Position: Q2 2024 in Review

Fortitude Advisory Group sold out of Crown Castle (CCI) in Q2 2024, closing a stake of 2,984 shares — an estimated $316K sold.

Fortitude Advisory Group first reported a position in CCI in Q4 2021 and held it in 10 quarters. The position peaked at $356K in Q1 2023. 1,126 funds tracked by Wall St. Rank hold CCI as of Q2 2024.

  • Fortitude Advisory Group reported no remaining Crown Castle position as of Q2 2024 after selling out during the quarter.
  • Fortitude Advisory Group sold 2,984 Crown Castle shares in Q2 2024, an estimated $316K.
  • Fortitude Advisory Group first reported a position in Crown Castle in Q4 2021 and held it in 10 quarters.
  • Fortitude Advisory Group's Crown Castle position peaked at $356K in Q1 2023.
  • 1,126 funds tracked by Wall St. Rank held Crown Castle as of Q2 2024.

Based on Fortitude Advisory Group's 13F filing for Q2 2024, filed 25 Jul 2024.