Safeguard Financial’s Crown Castle CCI Stock Holding History

Safeguard Financial’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 Q3	–	Sell	-4	Closed	-$1K	–	138
2023 Q2	$1K	Buy	+4	New	+$476	﹤0.01%	495

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Safeguard Financial's CCI Position: Q3 2023 in Review

Safeguard Financial sold out of Crown Castle (CCI) in Q3 2023, closing a stake of 4 shares — an estimated $1K sold.

Safeguard Financial first reported a position in CCI in Q2 2023 and held it in 1 quarter. The position peaked at $1K in Q2 2023. 1,155 funds tracked by Wall St. Rank hold CCI as of Q3 2023.

Safeguard Financial reported no remaining Crown Castle position as of Q3 2023 after selling out during the quarter.
Safeguard Financial sold 4 Crown Castle shares in Q3 2023, an estimated $1K.
Safeguard Financial first reported a position in Crown Castle in Q2 2023 and held it in 1 quarter.
Safeguard Financial's Crown Castle position peaked at $1K in Q2 2023.
1,155 funds tracked by Wall St. Rank held Crown Castle as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.