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Symphony Financial’s Crown Castle CCI Stock Holding History

Symphony Financial’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
-1,137
Closed -$223K – 185
2022
Q1 		$223K Buy
1,137
+105
+10% +$18.7K 0.05% 179
2021
Q4 		$214K Buy
+1,032
New +$191K 0.06% 171
2021
Q3 		– Sell
-1,019
Closed -$200K – 174
2021
Q2 		$200K Buy
+1,019
New +$191K 0.07% 161
2020
Q3 		– Sell
-4,056
Closed -$679K – 141
2020
Q2 		$679K Buy
+4,056
New +$653K 0.33% 54

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

Symphony Financial's CCI Position: Q2 2022 in Review

Symphony Financial sold out of Crown Castle (CCI) in Q2 2022, closing a stake of 1,137 shares — an estimated $223K sold.

Symphony Financial first reported a position in CCI in Q2 2020 and held it in 4 quarters. The position peaked at $679K in Q2 2020. 1,349 funds tracked by Wall St. Rank hold CCI as of Q2 2022.

  • Symphony Financial reported no remaining Crown Castle position as of Q2 2022 after selling out during the quarter.
  • Symphony Financial sold 1,137 Crown Castle shares in Q2 2022, an estimated $223K.
  • Symphony Financial first reported a position in Crown Castle in Q2 2020 and held it in 4 quarters.
  • Symphony Financial's Crown Castle position peaked at $679K in Q2 2020.
  • 1,349 funds tracked by Wall St. Rank held Crown Castle as of Q2 2022.

Based on Symphony Financial's 13F filing for Q2 2022, filed 18 Jul 2022.