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Guerra Pan Advisors’s Crown Castle CCI Stock Holding History

Guerra Pan 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
2024
Q1 		– Sell
-2,786
Closed -$321K – 104
2023
Q4 		$321K Hold
2,786
– – 0.31% 77
2023
Q3 		$256K Hold
2,786
– – 0.3% 79
2023
Q2 		$317K Sell
2,786
-137
-5% -$16.3K 0.35% 70
2023
Q1 		$391K Sell
2,923
-15
-0.5% -$2.07K 0.49% 55
2022
Q4 		$399K Sell
2,938
-36
-1% -$4.87K 0.54% 53
2022
Q3 		$400K Hold
2,974
– – 0.58% 55
2022
Q2 		$537K Hold
2,974
– – 0.67% 52
2022
Q1 		$561K Hold
2,974
– – 0.68% 51
2021
Q4 		$621K Buy
+2,974
New +$549K 0.62% 51

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Guerra Pan Advisors's CCI Position: Q1 2024 in Review

Guerra Pan Advisors sold out of Crown Castle (CCI) in Q1 2024, closing a stake of 2,786 shares — an estimated $321K sold.

Guerra Pan Advisors first reported a position in CCI in Q4 2021 and held it in 9 quarters. The position peaked at $621K in Q4 2021. 1,201 funds tracked by Wall St. Rank hold CCI as of Q1 2024.

  • Guerra Pan Advisors reported no remaining Crown Castle position as of Q1 2024 after selling out during the quarter.
  • Guerra Pan Advisors sold 2,786 Crown Castle shares in Q1 2024, an estimated $321K.
  • Guerra Pan Advisors first reported a position in Crown Castle in Q4 2021 and held it in 9 quarters.
  • Guerra Pan Advisors's Crown Castle position peaked at $621K in Q4 2021.
  • 1,201 funds tracked by Wall St. Rank held Crown Castle as of Q1 2024.

Based on Guerra Pan Advisors's 13F filing for Q1 2024, filed 13 May 2024.