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Money Concepts Capital’s Crown Castle CCI Stock Holding History

Money Concepts 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
2023
Q1 		– Sell
-1,648
Closed -$224K – 844
2022
Q4 		$224K Buy
1,648
+1,374
+501% +$186K 0.01% 643
2022
Q3 		$40K Sell
274
-715
-72% -$122K ﹤0.01% 756
2022
Q2 		$171K Sell
989
-970
-50% -$176K 0.02% 446
2022
Q1 		$362K Buy
1,959
+930
+90% +$166K 0.02% 525
2021
Q4 		$215K Buy
+1,029
New +$190K 0.02% 474

Other funds holding CCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Money Concepts Capital's CCI Position: Q1 2023 in Review

Money Concepts Capital sold out of Crown Castle (CCI) in Q1 2023, closing a stake of 1,648 shares — an estimated $224K sold.

Money Concepts Capital first reported a position in CCI in Q4 2021 and held it in 5 quarters. The position peaked at $362K in Q1 2022. 1,288 funds tracked by Wall St. Rank hold CCI as of Q1 2023.

  • Money Concepts Capital reported no remaining Crown Castle position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 1,648 Crown Castle shares in Q1 2023, an estimated $224K.
  • Money Concepts Capital first reported a position in Crown Castle in Q4 2021 and held it in 5 quarters.
  • Money Concepts Capital's Crown Castle position peaked at $362K in Q1 2022.
  • 1,288 funds tracked by Wall St. Rank held Crown Castle as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.