Intersect Capital’s Crown Castle CCI Stock Holding History

Intersect Capital’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	$234K	Buy	+1,388	New	+$253K	0.07%	283
2022 Q1	–	Sell	-973	Closed	-$203K	–	446
2021 Q4	$203K	Buy	+973	New	+$180K	0.04%	407
2015 Q2	–	Sell	-221	Closed	-$18K	–	153
2015 Q1	$18K	Hold	221	–	–	0.01%	278
2014 Q4	$17K	Buy	+221	New	+$17.7K	0.01%	295

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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Intersect Capital's CCI Position: Q2 2022 in Review

Intersect Capital opened a new position in Crown Castle (CCI) in Q2 2022: 1,388 shares worth $234K. The stake represents 0.07% of the portfolio and ranks #283 among its holdings. This is a return to the name: Intersect Capital previously reported a position in CCI as recently as Q4 2021.

Intersect Capital first reported a position in CCI in Q4 2014 and has held it in 4 quarters since. 1,350 funds tracked by Wall St. Rank hold CCI as of Q2 2022.

Intersect Capital held 1,388 shares of Crown Castle worth $234K as of Q2 2022.
Crown Castle was a new Intersect Capital position in Q2 2022.
Crown Castle made up 0.07% of Intersect Capital's portfolio in Q2 2022, its #283 holding.
Intersect Capital first reported a position in Crown Castle in Q4 2014 and has held it in 4 quarters since.
1,350 funds tracked by Wall St. Rank held Crown Castle as of Q2 2022.

Based on Intersect Capital's 13F filing for Q2 2022, filed 2 Sep 2022.