HC Financial Advisors’s Crown Castle CCI Stock Holding History

HC Financial 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
2022 Q2	$33K	Hold	198	–	–	0.02%	149
2022 Q1	$37K	Hold	198	–	–	0.02%	152
2021 Q4	$41K	Hold	198	–	–	0.02%	150
2021 Q3	$34K	Hold	198	–	–	0.02%	154
2021 Q2	$39K	Hold	198	–	–	0.02%	146
2021 Q1	$34K	Hold	198	–	–	0.02%	159
2020 Q4	$32K	Hold	198	–	–	0.02%	167
2020 Q3	$33K	Hold	198	–	–	0.02%	144
2020 Q2	$33K	Hold	198	–	–	0.03%	136
2020 Q1	$29K	Buy	+198	New	+$29.5K	0.03%	142

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

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

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

HC Financial Advisors's CCI Position: Q2 2022 in Review

HC Financial Advisors held its Crown Castle (CCI) position steady in Q2 2022 at 198 shares worth $33K. The position accounts for 0.02% of the portfolio, ranked #149.

HC Financial Advisors first reported a position in CCI in Q1 2020 and has held it in 10 quarters since. The position peaked at $41K in Q4 2021. 1,350 funds tracked by Wall St. Rank hold CCI as of Q2 2022.

HC Financial Advisors held 198 shares of Crown Castle worth $33K as of Q2 2022.
HC Financial Advisors left its Crown Castle share count unchanged in Q2 2022.
Crown Castle made up 0.02% of HC Financial Advisors's portfolio in Q2 2022, its #149 holding.
HC Financial Advisors first reported a position in Crown Castle in Q1 2020 and has held it in 10 quarters since.
HC Financial Advisors's Crown Castle position peaked at $41K in Q4 2021.
1,350 funds tracked by Wall St. Rank held Crown Castle as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.