LA
CCI icon

LVW Advisors’s Crown Castle CCI Stock Holding History

LVW 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
2023
Q2 		– Sell
-2,504
Closed -$335K – 206
2023
Q1 		$335K Sell
2,504
-1,325
-35% -$183K 0.07% 175
2022
Q4 		$519K Sell
3,829
-271
-7% -$36.6K 0.11% 144
2022
Q3 		$593K Sell
4,100
-279
-6% -$47.7K 0.13% 114
2022
Q2 		$737K Sell
4,379
-72
-2% -$13.1K 0.15% 101
2022
Q1 		$822K Sell
4,451
-143
-3% -$25.5K 0.14% 105
2021
Q4 		$959K Buy
4,594
+861
+23% +$159K 0.16% 96
2021
Q3 		$647K Buy
3,733
+70
+2% +$13.5K 0.11% 130
2021
Q2 		$715K Buy
3,663
+204
+6% +$38.2K 0.13% 116
2021
Q1 		$595K Buy
3,459
+1,274
+58% +$204K 0.11% 129
2020
Q4 		$348K Buy
2,185
+689
+46% +$112K 0.07% 154
2020
Q3 		$249K Buy
+1,496
New +$247K 0.05% 168
2019
Q2 		– Sell
-4,001
Closed -$512K – 165
2019
Q1 		$512K Buy
4,001
+1,294
+48% +$152K 0.14% 106
2018
Q4 		$294K Sell
2,707
-6,909
-72% -$759K 0.1% 124
2018
Q3 		$1.07M Buy
9,616
+50
+0.5% +$5.57K 0.3% 61
2018
Q2 		$1.03M Sell
9,566
-514
-5% -$53.4K 0.33% 59
2018
Q1 		$1.1M Buy
10,080
+103
+1% +$11.2K 0.34% 58
2017
Q4 		$1.11M Buy
9,977
+2,768
+38% +$299K 0.32% 56
2017
Q3 		$721K Buy
+7,209
New +$737K 0.29% 64

Other funds holding CCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LVW Advisors's CCI Position: Q2 2023 in Review

LVW Advisors sold out of Crown Castle (CCI) in Q2 2023, closing a stake of 2,504 shares — an estimated $335K sold.

LVW Advisors first reported a position in CCI in Q3 2017 and held it in 18 quarters. The position peaked at $1.11M in Q4 2017. 1,236 funds tracked by Wall St. Rank hold CCI as of Q2 2023.

  • LVW Advisors reported no remaining Crown Castle position as of Q2 2023 after selling out during the quarter.
  • LVW Advisors sold 2,504 Crown Castle shares in Q2 2023, an estimated $335K.
  • LVW Advisors first reported a position in Crown Castle in Q3 2017 and held it in 18 quarters.
  • LVW Advisors's Crown Castle position peaked at $1.11M in Q4 2017.
  • 1,236 funds tracked by Wall St. Rank held Crown Castle as of Q2 2023.

Based on LVW Advisors's 13F filing for Q2 2023, filed 14 Jul 2023.