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My Legacy Advisors’s Crown Castle CCI Stock Holding History

My Legacy 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
Q3 		– Sell
-3,155
Closed -$364K – 207
2023
Q2 		$364K Buy
3,155
+66
+2% +$7.86K 0.14% 167
2023
Q1 		$414K Buy
3,089
+149
+5% +$20.6K 0.18% 158
2022
Q4 		$429K Sell
2,940
-415
-12% -$56.1K 0.18% 159
2022
Q3 		$428K Sell
3,355
-1,046
-24% -$179K 0.22% 160
2022
Q2 		$758K Buy
4,401
+314
+8% +$57.1K 0.38% 91
2022
Q1 		$754K Buy
+4,087
New +$727K 0.35% 98

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
Morgan Stanley
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

My Legacy Advisors's CCI Position: Q3 2023 in Review

My Legacy Advisors sold out of Crown Castle (CCI) in Q3 2023, closing a stake of 3,155 shares — an estimated $364K sold.

My Legacy Advisors first reported a position in CCI in Q1 2022 and held it in 6 quarters. The position peaked at $758K in Q2 2022. 1,155 funds tracked by Wall St. Rank hold CCI as of Q3 2023.

  • My Legacy Advisors reported no remaining Crown Castle position as of Q3 2023 after selling out during the quarter.
  • My Legacy Advisors sold 3,155 Crown Castle shares in Q3 2023, an estimated $364K.
  • My Legacy Advisors first reported a position in Crown Castle in Q1 2022 and held it in 6 quarters.
  • My Legacy Advisors's Crown Castle position peaked at $758K in Q2 2022.
  • 1,155 funds tracked by Wall St. Rank held Crown Castle as of Q3 2023.

Based on My Legacy Advisors's 13F filing for Q3 2023, filed 20 Oct 2023.