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Sound Financial Strategies Group’s Crown Castle CCI Stock Holding History

Sound Financial Strategies Group’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
2020
Q4 		– Sell
-2,229
Closed -$371K – 86
2020
Q3 		$371K Sell
2,229
-33
-1% -$5.45K 0.24% 55
2020
Q2 		$379K Sell
2,262
-21
-0.9% -$3.38K 0.25% 53
2020
Q1 		$330K Sell
2,283
-6,253
-73% -$932K 0.22% 56
2019
Q4 		$1.21M Buy
+8,536
New +$1.16M 0.77% 50

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sound Financial Strategies Group's CCI Position: Q4 2020 in Review

Sound Financial Strategies Group sold out of Crown Castle (CCI) in Q4 2020, closing a stake of 2,229 shares — an estimated $371K sold.

Sound Financial Strategies Group first reported a position in CCI in Q4 2019 and held it in 4 quarters. The position peaked at $1.21M in Q4 2019. 1,194 funds tracked by Wall St. Rank hold CCI as of Q4 2020.

  • Sound Financial Strategies Group reported no remaining Crown Castle position as of Q4 2020 after selling out during the quarter.
  • Sound Financial Strategies Group sold 2,229 Crown Castle shares in Q4 2020, an estimated $371K.
  • Sound Financial Strategies Group first reported a position in Crown Castle in Q4 2019 and held it in 4 quarters.
  • Sound Financial Strategies Group's Crown Castle position peaked at $1.21M in Q4 2019.
  • 1,194 funds tracked by Wall St. Rank held Crown Castle as of Q4 2020.

Based on Sound Financial Strategies Group's 13F filing for Q4 2020, filed 22 Jan 2021.