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Next Financial Group’s Crown Castle CCI Stock Holding History

Next Financial 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
2021
Q4 		$579K Buy
2,774
+143
+5% +$26.4K 0.04% 482
2021
Q3 		$456K Buy
2,631
+499
+23% +$96.5K 0.04% 499
2021
Q2 		$416K Buy
2,132
+280
+15% +$52.4K 0.03% 542
2021
Q1 		$319K Sell
1,852
-2,196
-54% -$352K 0.03% 605
2020
Q4 		$644K Buy
4,048
+291
+8% +$47.2K 0.06% 303
2020
Q3 		$626K Sell
3,757
-398
-10% -$65.7K 0.07% 285
2020
Q2 		$695K Sell
4,155
-426
-9% -$68.6K 0.08% 244
2020
Q1 		$662K Sell
4,581
-806
-15% -$120K 0.09% 217
2019
Q4 		$765K Sell
5,387
-542
-9% -$73.9K 0.08% 271
2019
Q3 		$824K Buy
5,929
+2,755
+87% +$381K 0.09% 260
2019
Q2 		$414K Buy
3,174
+140
+5% +$18K 0.04% 392
2019
Q1 		$388K Buy
3,034
+1,775
+141% +$208K 0.1% 168
2018
Q4 		$137K Sell
1,259
-341
-21% -$37.5K 0.03% 496
2018
Q3 		$178K Sell
1,600
-1,172
-42% -$131K 0.08% 223
2018
Q2 		$299K Sell
2,772
-285
-9% -$29.6K 0.11% 199
2018
Q1 		$335K Buy
3,057
+675
+28% +$73.3K 0.07% 274
2017
Q4 		$264K Sell
2,382
-562
-19% -$60.6K 0.11% 212
2017
Q3 		$302K Sell
2,944
-247
-8% -$25.3K 0.08% 241
2017
Q2 		$320K Sell
3,191
-45
-1% -$4.42K 0.08% 260
2017
Q1 		$306K Sell
3,236
-208
-6% -$18.6K 0.09% 233
2016
Q4 		$299K Buy
3,444
+1,228
+55% +$108K 0.05% 358
2016
Q3 		$209K Buy
2,216
+244
+12% +$23.5K 0.04% 457
2016
Q2 		$200K Buy
1,972
+36
+2% +$3.27K 0.06% 300
2016
Q1 		$167K Buy
1,936
+2
+0.1% +$170 0.06% 317
2015
Q4 		$167K Buy
1,934
+427
+28% +$36.2K 0.06% 317
2015
Q3 		$118K Sell
1,507
-218
-13% -$17.7K 0.04% 389
2015
Q2 		$138K Buy
1,725
+25
+1% +$2.09K 0.05% 386
2015
Q1 		$140K Sell
1,700
-100
-6% -$8.52K 0.04% 381
2014
Q4 		$142K Buy
1,800
+244
+16% +$19.6K 0.05% 363
2014
Q3 		$125K Buy
1,556
+1,000
+180% +$77.3K 0.02% 590
2014
Q2 		$43K Buy
+556
New +$41.7K 0.02% 383

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Next Financial Group's CCI Position: Q4 2021 in Review

Next Financial Group increased its Crown Castle (CCI) stake by 5.4% in Q4 2021, buying an estimated $26.4K and bringing the position to 2,774 shares worth $579K. The position accounts for 0.04% of the portfolio, ranked #482.

Next Financial Group first reported a position in CCI in Q2 2014 and has held it in 31 quarters since. The position peaked at $824K in Q3 2019. 1,373 funds tracked by Wall St. Rank hold CCI as of Q4 2021.

  • Next Financial Group held 2,774 shares of Crown Castle worth $579K as of Q4 2021.
  • Next Financial Group bought 143 Crown Castle shares in Q4 2021, an estimated $26.4K.
  • Crown Castle made up 0.04% of Next Financial Group's portfolio in Q4 2021, its #482 holding.
  • Next Financial Group first reported a position in Crown Castle in Q2 2014 and has held it in 31 quarters since.
  • Next Financial Group's Crown Castle position peaked at $824K in Q3 2019.
  • 1,373 funds tracked by Wall St. Rank held Crown Castle as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.