TAIM
CCI icon

TD Ameritrade Investment Management’s Crown Castle CCI Stock Holding History

TD Ameritrade Investment Management’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
-1,557
Closed -$177K – 74
2023
Q2 		$177K Sell
1,557
-152
-9% -$18.1K ﹤0.01% 178
2023
Q1 		$229K Sell
1,709
-474
-22% -$65.5K ﹤0.01% 169
2022
Q4 		$296K Sell
2,183
-218
-9% -$29.5K ﹤0.01% 169
2022
Q3 		$347K Sell
2,401
-545
-18% -$93.3K ﹤0.01% 163
2022
Q2 		$496K Sell
2,946
-852
-22% -$155K ﹤0.01% 156
2022
Q1 		$701K Buy
3,798
+219
+6% +$39K 0.01% 155
2021
Q4 		$747K Buy
3,579
+195
+6% +$36K 0.01% 152
2021
Q3 		$563K Buy
3,384
+221
+7% +$42.7K ﹤0.01% 149
2021
Q2 		$617K Buy
3,163
+298
+10% +$55.8K ﹤0.01% 151
2021
Q1 		$456K Hold
2,865
– – ﹤0.01% 159
2020
Q4 		$456K Sell
2,865
-519
-15% -$84.2K ﹤0.01% 159
2020
Q3 		$563K Sell
3,384
-94
-3% -$15.5K ﹤0.01% 149
2020
Q2 		$582K Buy
3,478
+2,930
+535% +$472K ﹤0.01% 147
2020
Q1 		$79K Sell
548
-227
-29% -$33.9K ﹤0.01% 250
2019
Q4 		$110K Buy
775
+314
+68% +$42.8K ﹤0.01% 235
2019
Q3 		$64K Buy
461
+343
+291% +$47.4K ﹤0.01% 257
2019
Q2 		$15K Buy
118
+99
+521% +$12.7K ﹤0.01% 351
2019
Q1 		$2K Sell
19
-28
-60% -$3.28K ﹤0.01% 510
2018
Q4 		$5K Buy
+47
New +$5.16K ﹤0.01% 440

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

TD Ameritrade Investment Management's CCI Position: Q3 2023 in Review

TD Ameritrade Investment Management sold out of Crown Castle (CCI) in Q3 2023, closing a stake of 1,557 shares — an estimated $177K sold.

TD Ameritrade Investment Management first reported a position in CCI in Q4 2018 and held it in 19 quarters. The position peaked at $747K in Q4 2021. 1,155 funds tracked by Wall St. Rank hold CCI as of Q3 2023.

  • TD Ameritrade Investment Management reported no remaining Crown Castle position as of Q3 2023 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 1,557 Crown Castle shares in Q3 2023, an estimated $177K.
  • TD Ameritrade Investment Management first reported a position in Crown Castle in Q4 2018 and held it in 19 quarters.
  • TD Ameritrade Investment Management's Crown Castle position peaked at $747K in Q4 2021.
  • 1,155 funds tracked by Wall St. Rank held Crown Castle as of Q3 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2023.