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IFG Advisory’s Crown Castle CCI Stock Holding History

IFG 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
Q1 		– Sell
-2,252
Closed -$259K – 399
2023
Q4 		$259K Buy
+2,252
New +$231K 0.02% 498
2023
Q2 		– Sell
-2,152
Closed -$288K – 342
2023
Q1 		$288K Sell
2,152
-212
-9% -$29.3K 0.03% 413
2022
Q4 		$320K Buy
2,364
+15
+0.6% +$2.03K 0.03% 387
2022
Q3 		$339K Sell
2,349
-211
-8% -$36.1K 0.03% 384
2022
Q2 		$431K Buy
2,560
+417
+19% +$75.9K 0.05% 311
2022
Q1 		$395K Sell
2,143
-46
-2% -$8.19K 0.04% 343
2021
Q4 		$457K Buy
2,189
+137
+7% +$25.3K 0.04% 317
2021
Q3 		$355K Buy
2,052
+10
+0.5% +$1.93K 0.04% 361
2021
Q2 		$398K Buy
2,042
+552
+37% +$103K 0.04% 336
2021
Q1 		$256K Sell
1,490
-247
-14% -$39.6K 0.03% 420
2020
Q4 		$276K Buy
1,737
+44
+3% +$7.14K 0.04% 367
2020
Q3 		$281K Sell
1,693
-30
-2% -$4.95K 0.05% 331
2020
Q2 		$288K Buy
+1,723
New +$278K 0.05% 317
2019
Q3 		– Sell
-19,866
Closed -$24K – 405
2019
Q2 		$24K Buy
19,866
+17,973
+949% +$2.31M ﹤0.01% 341
2019
Q1 		$242K Buy
1,893
+11
+0.6% +$1.29K 0.05% 294
2018
Q4 		$228K Buy
1,882
+183
+11% +$20.1K 0.05% 280
2018
Q3 		$213K Buy
+1,699
New +$189K 0.04% 350

Other funds holding CCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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