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Regal Investment Advisors’s Crown Castle CCI Stock Holding History

Regal Investment 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
Q4 		– Sell
-2,609
Closed -$240K – 549
2023
Q3 		$240K Buy
+2,609
New +$270K 0.02% 433
2023
Q2 		– Sell
-2,683
Closed -$359K – 518
2023
Q1 		$359K Buy
2,683
+205
+8% +$28.3K 0.03% 353
2022
Q4 		$336K Sell
2,478
-346
-12% -$46.8K 0.03% 357
2022
Q3 		$408K Buy
2,824
+47
+2% +$8.04K 0.04% 299
2022
Q2 		$468K Sell
2,777
-361
-12% -$65.7K 0.05% 291
2022
Q1 		$579K Buy
3,138
+720
+30% +$128K 0.05% 287
2021
Q4 		$505K Buy
2,418
+56
+2% +$10.3K 0.04% 328
2021
Q3 		$409K Buy
2,362
+95
+4% +$18.4K 0.04% 360
2021
Q2 		$442K Buy
+2,267
New +$424K 0.04% 350
2021
Q1 		– Sell
-2,201
Closed -$350K – 77
2020
Q4 		$350K Buy
+2,201
New +$357K 0.04% 334
2014
Q4 		– Sell
-150
Closed -$12K – 925
2014
Q3 		$12K Hold
150
– – ﹤0.01% 650
2014
Q2 		$11K Hold
150
– – ﹤0.01% 650
2014
Q1 		$11K Hold
150
– – ﹤0.01% 620
2013
Q4 		$11K Hold
150
– – 0.01% 570
2013
Q3 		$11K Hold
150
– – 0.01% 578
2013
Q2 		$11K Buy
+150
New +$11K 0.01% 563

Other funds holding CCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Regal Investment Advisors's CCI Position: Q4 2023 in Review

Regal Investment Advisors sold out of Crown Castle (CCI) in Q4 2023, closing a stake of 2,609 shares — an estimated $240K sold.

Regal Investment Advisors first reported a position in CCI in Q2 2013 and held it in 16 quarters. The position peaked at $579K in Q1 2022. 1,240 funds tracked by Wall St. Rank hold CCI as of Q4 2023.

  • Regal Investment Advisors reported no remaining Crown Castle position as of Q4 2023 after selling out during the quarter.
  • Regal Investment Advisors sold 2,609 Crown Castle shares in Q4 2023, an estimated $240K.
  • Regal Investment Advisors first reported a position in Crown Castle in Q2 2013 and held it in 16 quarters.
  • Regal Investment Advisors's Crown Castle position peaked at $579K in Q1 2022.
  • 1,240 funds tracked by Wall St. Rank held Crown Castle as of Q4 2023.

Based on Regal Investment Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.