Mark Sheptoff Financial Planning’s Crown Castle CCI Stock Holding History

Mark Sheptoff Financial Planning’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	-65	Closed	-$7.41K	–	385
2023 Q2	$7.41K	Hold	65	–	–	﹤0.01%	294
2023 Q1	$8.7K	Hold	65	–	–	0.01%	274
2022 Q4	$8.82K	Hold	65	–	–	0.01%	277
2022 Q3	$9K	Hold	65	–	–	0.01%	256
2022 Q2	$11K	Hold	65	–	–	0.01%	250
2022 Q1	$12K	Hold	65	–	–	0.01%	285
2021 Q4	$14K	Hold	65	–	–	0.01%	284
2021 Q3	$11K	Hold	65	–	–	0.01%	291
2021 Q2	$13K	Sell	65 -327	-83%	-$61.2K	0.01%	305
2021 Q1	$67K	Buy	392 +201	+105%	+$32.2K	0.04%	144
2020 Q4	$30K	Buy	+191	New	+$31K	0.02%	189
2020 Q3	–	Sell	-65	Closed	-$11K	–	332
2020 Q2	$11K	Hold	65	–	–	0.01%	252
2020 Q1	$9K	Hold	65	–	–	0.01%	243
2019 Q4	$9K	Hold	65	–	–	0.01%	287
2019 Q3	$9K	Buy	+65	New	+$8.99K	0.01%	279

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

Mark Sheptoff Financial Planning's CCI Position: Q3 2023 in Review

Mark Sheptoff Financial Planning sold out of Crown Castle (CCI) in Q3 2023, closing a stake of 65 shares — an estimated $7.41K sold.

Mark Sheptoff Financial Planning first reported a position in CCI in Q3 2019 and held it in 15 quarters. The position peaked at $67K in Q1 2021. 1,155 funds tracked by Wall St. Rank hold CCI as of Q3 2023.

Mark Sheptoff Financial Planning reported no remaining Crown Castle position as of Q3 2023 after selling out during the quarter.
Mark Sheptoff Financial Planning sold 65 Crown Castle shares in Q3 2023, an estimated $7.41K.
Mark Sheptoff Financial Planning first reported a position in Crown Castle in Q3 2019 and held it in 15 quarters.
Mark Sheptoff Financial Planning's Crown Castle position peaked at $67K in Q1 2021.
1,155 funds tracked by Wall St. Rank held Crown Castle as of Q3 2023.

Based on Mark Sheptoff Financial Planning's 13F filing for Q3 2023, filed 13 Nov 2023.