Journey Advisory Group’s Crown Castle CCI Stock Holding History

Journey Advisory Group’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 Q3	–	Sell	-2,821	Closed	-$321K	–	217
2023 Q2	$321K	Sell	2,821 -19,593	-87%	-$2.33M	0.05%	175
2023 Q1	$3M	Buy	22,414 +2,749	+14%	+$380K	0.47%	61
2022 Q4	$2.67M	Sell	19,665 -167	-0.8%	-$22.6K	0.66%	38
2022 Q3	$2.87M	Buy	19,832 +2,181	+12%	+$373K	0.73%	33
2022 Q2	$3.18M	Buy	17,651 +3,324	+23%	+$605K	0.73%	34
2022 Q1	$2.65M	Buy	14,327 +1,132	+9%	+$202K	0.67%	36
2021 Q4	$2.75M	Buy	13,195 +574	+5%	+$106K	0.76%	33
2021 Q3	$2.19M	Buy	12,621 +403	+3%	+$77.9K	0.71%	34
2021 Q2	$2.38M	Buy	12,218 +726	+6%	+$136K	0.76%	34
2021 Q1	$1.98M	Buy	11,492 +1,161	+11%	+$186K	0.69%	40
2020 Q4	$1.65M	Buy	+10,331	New	+$1.68M	0.62%	46

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

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

Capital World Investors

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return