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Patriot Financial Group Insurance Agency’s Crown Castle CCI Stock Holding History

Patriot Financial Group Insurance Agency’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
Q2 		– Sell
-2,730
Closed -$365K – 470
2023
Q1 		$365K Buy
2,730
+15
+0.6% +$2.07K 0.07% 284
2022
Q4 		$368K Hold
2,715
– – 0.05% 269
2022
Q3 		$392K Buy
2,715
+311
+13% +$53.2K 0.1% 233
2022
Q2 		$405K Sell
2,404
-150
-6% -$27.3K 0.08% 240
2022
Q1 		$472K Buy
2,554
+50
+2% +$8.9K 0.08% 243
2021
Q4 		$523K Buy
2,504
+2,100
+520% +$388K 0.09% 238
2021
Q3 		$70K Hold
404
– – 0.01% 753
2021
Q2 		$79K Buy
404
+10
+3% +$1.87K 0.01% 699
2021
Q1 		$68K Buy
394
+36
+10% +$5.77K 0.02% 671
2020
Q4 		$57K Buy
358
+5
+1% +$811 0.01% 650
2020
Q3 		$59K Sell
353
-656
-65% -$108K 0.02% 501
2020
Q2 		$169K Buy
1,009
+67
+7% +$10.8K 0.06% 261
2020
Q1 		$136K Buy
+942
New +$140K 0.06% 268
2018
Q2 		– Sell
-401
Closed -$44K – 629
2018
Q1 		$44K Buy
401
+276
+221% +$30K 0.03% 332
2017
Q4 		$13K Buy
125
+71
+131% +$7.66K 0.01% 536
2017
Q3 		$6K Hold
54
– – 0.01% 658
2017
Q2 		$5K Buy
54
+16
+42% +$1.57K 0.01% 662
2017
Q1 		$4K Buy
38
+7
+23% +$626 ﹤0.01% 655
2016
Q4 		$3K Buy
+31
New +$2.71K ﹤0.01% 626

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Patriot Financial Group Insurance Agency's CCI Position: Q2 2023 in Review

Patriot Financial Group Insurance Agency sold out of Crown Castle (CCI) in Q2 2023, closing a stake of 2,730 shares — an estimated $365K sold.

Patriot Financial Group Insurance Agency first reported a position in CCI in Q4 2016 and held it in 19 quarters. The position peaked at $523K in Q4 2021. 1,236 funds tracked by Wall St. Rank hold CCI as of Q2 2023.

  • Patriot Financial Group Insurance Agency reported no remaining Crown Castle position as of Q2 2023 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 2,730 Crown Castle shares in Q2 2023, an estimated $365K.
  • Patriot Financial Group Insurance Agency first reported a position in Crown Castle in Q4 2016 and held it in 19 quarters.
  • Patriot Financial Group Insurance Agency's Crown Castle position peaked at $523K in Q4 2021.
  • 1,236 funds tracked by Wall St. Rank held Crown Castle as of Q2 2023.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2023, filed 17 Jul 2023.