Platte River Wealth Advisors’s Crown Castle CCI Stock Holding History

Platte River 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
2023 Q2	–	Sell	-1,785	Closed	-$239K	–	96
2023 Q1	$239K	Sell	1,785 -135	-7%	-$18.7K	0.09%	83
2022 Q4	$260K	Sell	1,920 -200	-9%	-$27K	0.11%	79
2022 Q3	$306K	Hold	2,120	–	–	0.14%	72
2022 Q2	$357K	Hold	2,120	–	–	0.15%	66
2022 Q1	$391K	Hold	2,120	–	–	0.14%	69
2021 Q4	$398K	Buy	2,120 +60	+3%	+$11.1K	0.14%	70
2021 Q3	$357K	Buy	2,060 +200	+11%	+$38.7K	0.13%	74
2021 Q2	$363K	Hold	1,860	–	–	0.14%	73
2021 Q1	$327K	Buy	1,860 +55	+3%	+$8.81K	0.13%	73
2020 Q4	$288K	Buy	1,805 +135	+8%	+$21.9K	0.12%	78
2020 Q3	$278K	Hold	1,670	–	–	0.14%	76
2020 Q2	$291K	Buy	+1,670	New	+$269K	0.16%	77
2019 Q4	$250K	Buy	+1,670	New	+$228K	0.13%	115

Other funds holding CCI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Platte River Wealth Advisors's CCI Position: Q2 2023 in Review

Platte River Wealth Advisors sold out of Crown Castle (CCI) in Q2 2023, closing a stake of 1,785 shares — an estimated $239K sold.

Platte River Wealth Advisors first reported a position in CCI in Q4 2019 and held it in 13 quarters. The position peaked at $398K in Q4 2021. 1,235 funds tracked by Wall St. Rank hold CCI as of Q2 2023.

Platte River Wealth Advisors reported no remaining Crown Castle position as of Q2 2023 after selling out during the quarter.
Platte River Wealth Advisors sold 1,785 Crown Castle shares in Q2 2023, an estimated $239K.
Platte River Wealth Advisors first reported a position in Crown Castle in Q4 2019 and held it in 13 quarters.
Platte River Wealth Advisors's Crown Castle position peaked at $398K in Q4 2021.
1,235 funds tracked by Wall St. Rank held Crown Castle as of Q2 2023.

Based on Platte River Wealth Advisors's 13F filing for Q2 2023, filed 7 Jul 2023.