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Souders Financial Advisors’s Crown Castle CCI Stock Holding History

Souders 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
2023
Q3 		– Sell
-2,048
Closed -$233K – 151
2023
Q2 		$233K Sell
2,048
-21,081
-91% -$2.51M 0.04% 144
2023
Q1 		$3.1M Buy
23,129
+1,843
+9% +$255K 0.66% 50
2022
Q4 		$2.89M Sell
21,286
-1,342
-6% -$181K 0.66% 47
2022
Q3 		$3.27M Buy
22,628
+125
+0.6% +$21.4K 0.89% 33
2022
Q2 		$3.79M Buy
22,503
+719
+3% +$131K 1.09% 24
2022
Q1 		$4.02M Buy
21,784
+859
+4% +$153K 1.16% 22
2021
Q4 		$4.37M Buy
20,925
+1,207
+6% +$223K 1.25% 19
2021
Q3 		$3.42M Buy
19,718
+385
+2% +$74.4K 1.1% 24
2021
Q2 		$3.77M Buy
19,333
+253
+1% +$47.4K 1.27% 21
2021
Q1 		$3.28M Buy
19,080
+1,002
+6% +$161K 1.29% 22
2020
Q4 		$2.88M Buy
18,078
+496
+3% +$80.5K 1.25% 22
2020
Q3 		$2.82M Sell
17,582
-416
-2% -$68.6K 1.33% 20
2020
Q2 		$3.01M Buy
17,998
+8,456
+89% +$1.36M 1.72% 15
2020
Q1 		$1.38M Buy
+9,542
New +$1.42M 1.22% 19

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
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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Souders Financial Advisors's CCI Position: Q3 2023 in Review

Souders Financial Advisors sold out of Crown Castle (CCI) in Q3 2023, closing a stake of 2,048 shares — an estimated $233K sold.

Souders Financial Advisors first reported a position in CCI in Q1 2020 and held it in 14 quarters. The position peaked at $4.37M in Q4 2021. 1,155 funds tracked by Wall St. Rank hold CCI as of Q3 2023.

  • Souders Financial Advisors reported no remaining Crown Castle position as of Q3 2023 after selling out during the quarter.
  • Souders Financial Advisors sold 2,048 Crown Castle shares in Q3 2023, an estimated $233K.
  • Souders Financial Advisors first reported a position in Crown Castle in Q1 2020 and held it in 14 quarters.
  • Souders Financial Advisors's Crown Castle position peaked at $4.37M in Q4 2021.
  • 1,155 funds tracked by Wall St. Rank held Crown Castle as of Q3 2023.

Based on Souders Financial Advisors's 13F filing for Q3 2023, filed 6 Nov 2023.