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Sutton Wealth Advisors’s Crown Castle CCI Stock Holding History

Sutton 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
2023
Q3 		$28.3K Sell
308
-87
-22% -$9.01K 0.01% 303
2023
Q2 		$45K Buy
395
+306
+344% +$36.4K 0.02% 238
2023
Q1 		$11.9K Sell
89
-2,400
-96% -$332K 0.01% 391
2022
Q4 		$338K Buy
2,489
+17
+0.7% +$2.3K 0.13% 124
2022
Q3 		$357K Sell
2,472
-5
-0.2% -$856 0.15% 104
2022
Q2 		$417K Buy
2,477
+16
+0.7% +$2.91K 0.17% 91
2022
Q1 		$454K Buy
2,461
+5
+0.2% +$890 0.16% 93
2021
Q4 		$513K Hold
2,456
– – 0.17% 89
2021
Q3 		$426K Sell
2,456
-3
-0.1% -$580 0.16% 98
2021
Q2 		$480K Hold
2,459
– – 0.18% 94
2021
Q1 		$423K Buy
2,459
+5
+0.2% +$801 0.17% 94
2020
Q4 		$391K Buy
2,454
+10
+0.4% +$1.62K 0.17% 100
2020
Q3 		$407K Sell
2,444
-3
-0.1% -$495 0.2% 88
2020
Q2 		$410K Buy
2,447
+6
+0.2% +$966 0.21% 77
2020
Q1 		$352K Buy
2,441
+15
+0.6% +$2.24K 0.22% 75
2019
Q4 		$345K Hold
2,426
– – 0.18% 98
2019
Q3 		$337K Hold
2,426
– – 0.19% 91
2019
Q2 		$316K Buy
2,426
+7
+0.3% +$900 0.18% 98
2019
Q1 		$310K Buy
2,419
+11
+0.5% +$1.29K 0.18% 101
2018
Q4 		$262K Buy
2,408
+5
+0.2% +$549 0.17% 101
2018
Q3 		$268K Hold
2,403
– – 0.18% 99
2018
Q2 		$259K Hold
2,403
– – 0.18% 94
2018
Q1 		$263K Hold
2,403
– – 0.19% 91
2017
Q4 		$267K Hold
2,403
– – 0.2% 91
2017
Q3 		$240K Hold
2,403
– – 0.18% 96
2017
Q2 		$241K Hold
2,403
– – 0.19% 89
2017
Q1 		$227K Sell
2,403
-4
-0.2% -$358 0.19% 89
2016
Q4 		$209K Hold
2,407
– – 0.19% 92
2016
Q3 		$227K Hold
2,407
– – 0.21% 79
2016
Q2 		$244K Hold
2,407
– – 0.23% 76
2016
Q1 		$208K Buy
+2,407
New +$204K 0.2% 86

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

Sutton Wealth Advisors's CCI Position: Q3 2023 in Review

Sutton Wealth Advisors reduced its Crown Castle (CCI) stake by 22% in Q3 2023, selling an estimated $9.01K and leaving 308 shares worth $28.3K. The position accounts for 0.01% of the portfolio, ranked #303.

Sutton Wealth Advisors first reported a position in CCI in Q1 2016 and has held it in 31 quarters since. The position peaked at $513K in Q4 2021. 1,156 funds tracked by Wall St. Rank hold CCI as of Q3 2023.

  • Sutton Wealth Advisors held 308 shares of Crown Castle worth $28.3K as of Q3 2023.
  • Sutton Wealth Advisors sold 87 Crown Castle shares in Q3 2023, an estimated $9.01K.
  • Crown Castle made up 0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #303 holding.
  • Sutton Wealth Advisors first reported a position in Crown Castle in Q1 2016 and has held it in 31 quarters since.
  • Sutton Wealth Advisors's Crown Castle position peaked at $513K in Q4 2021.
  • 1,156 funds tracked by Wall St. Rank held Crown Castle as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.