HBC Financial Services’s Crown Castle CCI Stock Holding History

HBC Financial Services’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
2023 Q2	–	Sell	-250	Closed	-$33K	–	173
2023 Q1	$33K	Buy	+250	New	+$34.6K	0.02%	89
2022 Q1	–	Sell	-125	Closed	-$26K	–	165
2021 Q4	$26K	Hold	125	–	–	0.02%	89
2021 Q3	$21K	Sell	125 -125	-50%	-$24.2K	0.01%	91
2021 Q2	$50K	Sell	250 -155	-38%	-$29K	0.03%	62
2021 Q1	$72.7K	Sell	405 -20	-5%	-$3.2K	0.05%	50
2020 Q4	$65K	Buy	425 +125	+42%	+$20.3K	0.05%	53
2020 Q3	$49K	Sell	300 -1,125	-79%	-$186K	0.04%	58
2020 Q2	$466K	Hold	1,425	–	–	0.42%	15
2020 Q1	$406K	Buy	1,425 +1,125	+375%	+$168K	0.46%	14
2019 Q4	$42K	Buy	+300	New	+$40.9K	0.04%	81

Other funds holding CCI

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HBC Financial Services's CCI Position: Q2 2023 in Review

HBC Financial Services sold out of Crown Castle (CCI) in Q2 2023, closing a stake of 250 shares — an estimated $33K sold.

HBC Financial Services first reported a position in CCI in Q4 2019 and held it in 10 quarters. The position peaked at $466K in Q2 2020. 1,236 funds tracked by Wall St. Rank hold CCI as of Q2 2023.

HBC Financial Services reported no remaining Crown Castle position as of Q2 2023 after selling out during the quarter.
HBC Financial Services sold 250 Crown Castle shares in Q2 2023, an estimated $33K.
HBC Financial Services first reported a position in Crown Castle in Q4 2019 and held it in 10 quarters.
HBC Financial Services's Crown Castle position peaked at $466K in Q2 2020.
1,236 funds tracked by Wall St. Rank held Crown Castle as of Q2 2023.

Based on HBC Financial Services's 13F filing for Q2 2023, filed 27 Jul 2023.