MRA Advisory Group’s Crown Castle CCI Stock Holding History

MRA 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	-2,534	Closed	-$289K	–	125
2023 Q2	$289K	Buy	2,534 +279	+12%	+$33.2K	0.2%	87
2023 Q1	$302K	Buy	+2,255	New	+$312K	0.22%	79
2022 Q2	–	Sell	-3,954	Closed	-$730K	–	106
2022 Q1	$730K	Buy	3,954 +405	+11%	+$72.1K	0.55%	36
2021 Q4	$741K	Buy	3,549 +1,064	+43%	+$196K	0.57%	44
2021 Q3	$431K	Buy	2,485 +290	+13%	+$56.1K	0.37%	66
2021 Q2	$428K	Buy	+2,195	New	+$411K	0.37%	61

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

MRA Advisory Group's CCI Position: Q3 2023 in Review

MRA Advisory Group sold out of Crown Castle (CCI) in Q3 2023, closing a stake of 2,534 shares — an estimated $289K sold.

MRA Advisory Group first reported a position in CCI in Q2 2021 and held it in 6 quarters. The position peaked at $741K in Q4 2021. 1,155 funds tracked by Wall St. Rank hold CCI as of Q3 2023.

MRA Advisory Group reported no remaining Crown Castle position as of Q3 2023 after selling out during the quarter.
MRA Advisory Group sold 2,534 Crown Castle shares in Q3 2023, an estimated $289K.
MRA Advisory Group first reported a position in Crown Castle in Q2 2021 and held it in 6 quarters.
MRA Advisory Group's Crown Castle position peaked at $741K in Q4 2021.
1,155 funds tracked by Wall St. Rank held Crown Castle as of Q3 2023.

Based on MRA Advisory Group's 13F filing for Q3 2023, filed 8 Nov 2023.