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Pacific Capital Wealth Advisors’s Crown Castle CCI Stock Holding History

Pacific Capital Wealth 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
Q3 		– Sell
-240
Closed -$23.4K – 512
2024
Q2 		$23.4K Buy
240
+220
+1,100% +$21.7K ﹤0.01% 213
2024
Q1 		$2.12K Hold
20
– – ﹤0.01% 431
2023
Q4 		$2.3K Buy
+20
New +$2.05K ﹤0.01% 283

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Pacific Capital Wealth Advisors's CCI Position: Q3 2024 in Review

Pacific Capital Wealth Advisors sold out of Crown Castle (CCI) in Q3 2024, closing a stake of 240 shares — an estimated $23.4K sold.

Pacific Capital Wealth Advisors first reported a position in CCI in Q4 2023 and held it in 3 quarters. The position peaked at $23.4K in Q2 2024. 1,155 funds tracked by Wall St. Rank hold CCI as of Q3 2024.

  • Pacific Capital Wealth Advisors reported no remaining Crown Castle position as of Q3 2024 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 240 Crown Castle shares in Q3 2024, an estimated $23.4K.
  • Pacific Capital Wealth Advisors first reported a position in Crown Castle in Q4 2023 and held it in 3 quarters.
  • Pacific Capital Wealth Advisors's Crown Castle position peaked at $23.4K in Q2 2024.
  • 1,155 funds tracked by Wall St. Rank held Crown Castle as of Q3 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.