FourThought Financial’s Crown Castle CCI Stock Holding History

FourThought Financial’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
2022 Q3	$1.46M	Sell	10,105 -516	-5%	-$88.3K	0.22%	92
2022 Q2	$1.79M	Sell	10,621 -718	-6%	-$131K	0.26%	86
2022 Q1	$2.1M	Buy	11,339 +186	+2%	+$33.1K	0.27%	85
2021 Q4	$2.33M	Buy	11,153 +671	+6%	+$124K	0.29%	77
2021 Q3	$1.82M	Buy	10,482 +112	+1%	+$21.6K	0.24%	83
2021 Q2	$2.02M	Sell	10,370 -339	-3%	-$63.5K	0.27%	80
2021 Q1	$1.84M	Buy	10,709 +104	+1%	+$16.7K	0.27%	74
2020 Q4	$1.69M	Buy	+10,605	New	+$1.72M	0.27%	73

Other funds holding CCI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

FourThought Financial's CCI Position: Q3 2022 in Review

FourThought Financial reduced its Crown Castle (CCI) stake by 4.9% in Q3 2022, selling an estimated $88.3K and leaving 10,105 shares worth $1.46M. The position accounts for 0.22% of the portfolio, ranked #92.

FourThought Financial first reported a position in CCI in Q4 2020 and has held it in 8 quarters since. The position peaked at $2.33M in Q4 2021. 1,294 funds tracked by Wall St. Rank hold CCI as of Q3 2022.

FourThought Financial held 10,105 shares of Crown Castle worth $1.46M as of Q3 2022.
FourThought Financial sold 516 Crown Castle shares in Q3 2022, an estimated $88.3K.
Crown Castle made up 0.22% of FourThought Financial's portfolio in Q3 2022, its #92 holding.
FourThought Financial first reported a position in Crown Castle in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's Crown Castle position peaked at $2.33M in Q4 2021.
1,294 funds tracked by Wall St. Rank held Crown Castle as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.