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SFMG Wealth Advisors’s Crown Castle CCI Stock Holding History

SFMG 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
2022
Q3 		– Sell
-1,949
Closed -$328K – 256
2022
Q2 		$328K Buy
1,949
+4
+0.2% +$728 0.04% 172
2022
Q1 		$359K Buy
1,945
+322
+20% +$57.3K 0.04% 183
2021
Q4 		$339K Buy
+1,623
New +$300K 0.03% 185

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

SFMG Wealth Advisors's CCI Position: Q3 2022 in Review

SFMG Wealth Advisors sold out of Crown Castle (CCI) in Q3 2022, closing a stake of 1,949 shares — an estimated $328K sold.

SFMG Wealth Advisors first reported a position in CCI in Q4 2021 and held it in 3 quarters. The position peaked at $359K in Q1 2022. 1,293 funds tracked by Wall St. Rank hold CCI as of Q3 2022.

  • SFMG Wealth Advisors reported no remaining Crown Castle position as of Q3 2022 after selling out during the quarter.
  • SFMG Wealth Advisors sold 1,949 Crown Castle shares in Q3 2022, an estimated $328K.
  • SFMG Wealth Advisors first reported a position in Crown Castle in Q4 2021 and held it in 3 quarters.
  • SFMG Wealth Advisors's Crown Castle position peaked at $359K in Q1 2022.
  • 1,293 funds tracked by Wall St. Rank held Crown Castle as of Q3 2022.

Based on SFMG Wealth Advisors's 13F filing for Q3 2022, filed 20 Oct 2022.