Magnus Financial Group’s Crown Castle CCI Stock Holding History

Magnus Financial 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
2022 Q3	–	Sell	-1,424	Closed	-$240K	–	258
2022 Q2	$240K	Buy	1,424 +54	+4%	+$9.82K	0.04%	238
2022 Q1	$253K	Buy	1,370 +103	+8%	+$18.3K	0.04%	242
2021 Q4	$264K	Buy	1,267 +4	+0.3%	+$739	0.05%	211
2021 Q3	$219K	Buy	1,263 +1	+0.1%	+$193	0.05%	223
2021 Q2	$246K	Buy	1,262 +23	+2%	+$4.31K	0.05%	207
2021 Q1	$213K	Sell	1,239 -325	-21%	-$52.1K	0.05%	211
2020 Q4	$249K	Sell	1,564 -713	-31%	-$116K	0.02%	247
2020 Q3	$379K	Sell	2,277 -407	-15%	-$67.2K	0.04%	156
2020 Q2	$449K	Sell	2,684 -22	-0.8%	-$3.54K	0.05%	190
2020 Q1	$391K	Buy	2,706 +46	+2%	+$6.86K	0.05%	195
2019 Q4	$378K	Buy	2,660 +215	+9%	+$29.3K	0.05%	216
2019 Q3	$340K	Buy	2,445 +86	+4%	+$11.9K	0.06%	206
2019 Q2	$307K	Buy	2,359 +2	+0.1%	+$257	0.06%	239
2019 Q1	$302K	Buy	2,357 +277	+13%	+$32.5K	0.06%	234
2018 Q4	$226K	Buy	+2,080	New	+$229K	0.06%	306

Other funds holding CCI

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Research Global Investors

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

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Geode Capital Management

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