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GoalVest Advisory’s Crown Castle CCI Stock Holding History

GoalVest Advisory’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
-4
Closed -$423 – 331
2024
Q1 		$423 Hold
4
– – ﹤0.01% 399
2023
Q4 		$461 Sell
4
-184
-98% -$18.8K ﹤0.01% 354
2023
Q3 		$17.3K Sell
188
-7,606
-98% -$788K 0.01% 230
2023
Q2 		$888K Sell
7,794
-1,072
-12% -$128K 0.46% 43
2023
Q1 		$1.19M Buy
8,866
+1,569
+22% +$217K 0.7% 37
2022
Q4 		$990K Buy
7,297
+935
+15% +$126K 0.64% 43
2022
Q3 		$920K Buy
6,362
+1,135
+22% +$194K 0.65% 38
2022
Q2 		$897K Buy
5,227
+5,149
+6,601% +$937K 0.57% 54
2022
Q1 		$14K Buy
+78
New +$13.9K 0.01% 216
2021
Q1 		– Sell
-50
Closed -$8K – 179
2020
Q4 		$8K Buy
+50
New +$8.11K 0.01% 171

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

GoalVest Advisory's CCI Position: Q2 2024 in Review

GoalVest Advisory sold out of Crown Castle (CCI) in Q2 2024, closing a stake of 4 shares — an estimated $423 sold.

GoalVest Advisory first reported a position in CCI in Q4 2020 and held it in 10 quarters. The position peaked at $1.19M in Q1 2023. 1,126 funds tracked by Wall St. Rank hold CCI as of Q2 2024.

  • GoalVest Advisory reported no remaining Crown Castle position as of Q2 2024 after selling out during the quarter.
  • GoalVest Advisory sold 4 Crown Castle shares in Q2 2024, an estimated $423.
  • GoalVest Advisory first reported a position in Crown Castle in Q4 2020 and held it in 10 quarters.
  • GoalVest Advisory's Crown Castle position peaked at $1.19M in Q1 2023.
  • 1,126 funds tracked by Wall St. Rank held Crown Castle as of Q2 2024.

Based on GoalVest Advisory's 13F filing for Q2 2024, filed 30 Jul 2024.