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Forvis Mazars Wealth Advisors’s Crown Castle CCI Stock Holding History

Forvis Mazars Wealth 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
2021
Q1 		– Sell
-4,034
Closed -$642K – 292
2020
Q4 		$642K Buy
4,034
+545
+16% +$88.4K 0.03% 183
2020
Q3 		$581K Buy
3,489
+105
+3% +$17.3K 0.03% 189
2020
Q2 		$566K Buy
3,384
+1,158
+52% +$187K 0.04% 181
2020
Q1 		$321K Buy
+2,226
New +$332K 0.03% 221

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

Forvis Mazars Wealth Advisors's CCI Position: Q1 2021 in Review

Forvis Mazars Wealth Advisors sold out of Crown Castle (CCI) in Q1 2021, closing a stake of 4,034 shares — an estimated $642K sold.

Forvis Mazars Wealth Advisors first reported a position in CCI in Q1 2020 and held it in 4 quarters. The position peaked at $642K in Q4 2020. 1,228 funds tracked by Wall St. Rank hold CCI as of Q1 2021.

  • Forvis Mazars Wealth Advisors reported no remaining Crown Castle position as of Q1 2021 after selling out during the quarter.
  • Forvis Mazars Wealth Advisors sold 4,034 Crown Castle shares in Q1 2021, an estimated $642K.
  • Forvis Mazars Wealth Advisors first reported a position in Crown Castle in Q1 2020 and held it in 4 quarters.
  • Forvis Mazars Wealth Advisors's Crown Castle position peaked at $642K in Q4 2020.
  • 1,228 funds tracked by Wall St. Rank held Crown Castle as of Q1 2021.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2021, filed 23 Apr 2021.