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Holistic Financial Partners’s Crown Castle CCI Stock Holding History

Holistic Financial Partners’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
Q4 		– Sell
-1,384
Closed -$200K – 97
2022
Q3 		$200K Buy
+1,384
New +$237K 0.2% 81
2020
Q1 		– Sell
-2,120
Closed -$301K – 98
2019
Q4 		$301K Buy
+2,120
New +$289K 0.18% 74
2019
Q2 		– Sell
-2,116
Closed -$271K – 88
2019
Q1 		$271K Buy
+2,116
New +$248K 0.11% 89
2018
Q4 		– Hold
0
– – – 57
2018
Q3 		– Hold
0
– – – 66
2018
Q1 		– Hold
0
– – – 68
2017
Q4 		– Hold
0
– – – 69

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Holistic Financial Partners's CCI Position: Q4 2022 in Review

Holistic Financial Partners sold out of Crown Castle (CCI) in Q4 2022, closing a stake of 1,384 shares — an estimated $200K sold.

Holistic Financial Partners first reported a position in CCI in Q1 2019 and held it in 3 quarters. The position peaked at $301K in Q4 2019. 1,325 funds tracked by Wall St. Rank hold CCI as of Q4 2022.

  • Holistic Financial Partners reported no remaining Crown Castle position as of Q4 2022 after selling out during the quarter.
  • Holistic Financial Partners sold 1,384 Crown Castle shares in Q4 2022, an estimated $200K.
  • Holistic Financial Partners first reported a position in Crown Castle in Q1 2019 and held it in 3 quarters.
  • Holistic Financial Partners's Crown Castle position peaked at $301K in Q4 2019.
  • 1,325 funds tracked by Wall St. Rank held Crown Castle as of Q4 2022.

Based on Holistic Financial Partners's 13F filing for Q4 2022, filed 7 Feb 2023.