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SC&H Financial Advisors’s Crown Castle CCI Stock Holding History

SC&H Financial 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
2022
Q2 		– Sell
-1,473
Closed -$272K – 140
2022
Q1 		$272K Buy
1,473
+184
+14% +$32.8K 0.13% 127
2021
Q4 		$269K Buy
+1,289
New +$238K 0.15% 128

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

SC&H Financial Advisors's CCI Position: Q2 2022 in Review

SC&H Financial Advisors sold out of Crown Castle (CCI) in Q2 2022, closing a stake of 1,473 shares — an estimated $272K sold.

SC&H Financial Advisors first reported a position in CCI in Q4 2021 and held it in 2 quarters. The position peaked at $272K in Q1 2022. 1,349 funds tracked by Wall St. Rank hold CCI as of Q2 2022.

  • SC&H Financial Advisors reported no remaining Crown Castle position as of Q2 2022 after selling out during the quarter.
  • SC&H Financial Advisors sold 1,473 Crown Castle shares in Q2 2022, an estimated $272K.
  • SC&H Financial Advisors first reported a position in Crown Castle in Q4 2021 and held it in 2 quarters.
  • SC&H Financial Advisors's Crown Castle position peaked at $272K in Q1 2022.
  • 1,349 funds tracked by Wall St. Rank held Crown Castle as of Q2 2022.

Based on SC&H Financial Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.