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New England Capital Financial Advisors’s Crown Castle CCI Stock Holding History

New England Capital Financial 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
2024
Q1 		– Sell
-78
Closed -$8.93K – 402
2023
Q4 		$8.93K Buy
78
+2
+3% +$205 0.01% 235
2023
Q3 		$7.04K Buy
76
+1
+1% +$104 ﹤0.01% 250
2023
Q2 		$8.56K Buy
75
+1
+1% +$119 0.01% 237
2023
Q1 		$9.92K Buy
74
+40
+118% +$5.53K 0.01% 250
2022
Q4 		$5.07K Buy
+34
New +$4.6K ﹤0.01% 297

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

New England Capital Financial Advisors's CCI Position: Q1 2024 in Review

New England Capital Financial Advisors sold out of Crown Castle (CCI) in Q1 2024, closing a stake of 78 shares — an estimated $8.93K sold.

New England Capital Financial Advisors first reported a position in CCI in Q4 2022 and held it in 5 quarters. The position peaked at $9.92K in Q1 2023. 1,202 funds tracked by Wall St. Rank hold CCI as of Q1 2024.

  • New England Capital Financial Advisors reported no remaining Crown Castle position as of Q1 2024 after selling out during the quarter.
  • New England Capital Financial Advisors sold 78 Crown Castle shares in Q1 2024, an estimated $8.93K.
  • New England Capital Financial Advisors first reported a position in Crown Castle in Q4 2022 and held it in 5 quarters.
  • New England Capital Financial Advisors's Crown Castle position peaked at $9.92K in Q1 2023.
  • 1,202 funds tracked by Wall St. Rank held Crown Castle as of Q1 2024.

Based on New England Capital Financial Advisors's 13F filing for Q1 2024, filed 2 May 2024.