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Regent Peak Wealth Advisors’s Crown Castle CCI Stock Holding History

Regent Peak 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
-1,744
Closed -$233K – 158
2023
Q1 		$233K Sell
1,744
-63
-3% -$8.71K 0.07% 133
2022
Q4 		$245K Sell
1,807
-83
-4% -$11.2K 0.08% 132
2022
Q3 		$273K Buy
1,890
+93
+5% +$15.9K 0.1% 124
2022
Q2 		$302K Buy
1,797
+73
+4% +$13.3K 0.1% 117
2022
Q1 		$318K Sell
1,724
-20
-1% -$3.56K 0.09% 119
2021
Q4 		$364K Sell
1,744
-28
-2% -$5.17K 0.1% 114
2021
Q3 		$307K Sell
1,772
-8
-0.4% -$1.55K 0.09% 124
2021
Q2 		$344K Sell
1,780
-206
-10% -$38.6K 0.1% 115
2021
Q1 		$341K Sell
1,986
-10
-0.5% -$1.6K 0.11% 107
2020
Q4 		$318K Buy
1,996
+199
+11% +$32.3K 0.11% 106
2020
Q3 		$299K Buy
1,797
+74
+4% +$12.2K 0.13% 97
2020
Q2 		$288K Sell
1,723
-1
-0.1% -$161 0.13% 95
2020
Q1 		$248K Buy
1,724
+60
+4% +$8.95K 0.14% 93
2019
Q4 		$236K Buy
+1,664
New +$227K 0.11% 117

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

Regent Peak Wealth Advisors's CCI Position: Q2 2023 in Review

Regent Peak Wealth Advisors sold out of Crown Castle (CCI) in Q2 2023, closing a stake of 1,744 shares — an estimated $233K sold.

Regent Peak Wealth Advisors first reported a position in CCI in Q4 2019 and held it in 14 quarters. The position peaked at $364K in Q4 2021. 1,235 funds tracked by Wall St. Rank hold CCI as of Q2 2023.

  • Regent Peak Wealth Advisors reported no remaining Crown Castle position as of Q2 2023 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 1,744 Crown Castle shares in Q2 2023, an estimated $233K.
  • Regent Peak Wealth Advisors first reported a position in Crown Castle in Q4 2019 and held it in 14 quarters.
  • Regent Peak Wealth Advisors's Crown Castle position peaked at $364K in Q4 2021.
  • 1,235 funds tracked by Wall St. Rank held Crown Castle as of Q2 2023.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2023, filed 19 Jul 2023.