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TFO Wealth Partners’s Crown Castle CCI Stock Holding History

TFO Wealth Partners’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
Q3 		– Sell
-9
Closed -$2K – 189
2022
Q2 		$2K Buy
+9
New +$1.64K ﹤0.01% 299
2020
Q1 		– Sell
-125
Closed -$17K – 132
2019
Q4 		$17K Buy
+125
New +$17.1K 0.02% 108

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TFO Wealth Partners's CCI Position: Q3 2022 in Review

TFO Wealth Partners sold out of Crown Castle (CCI) in Q3 2022, closing a stake of 9 shares — an estimated $2K sold.

TFO Wealth Partners first reported a position in CCI in Q4 2019 and held it in 2 quarters. The position peaked at $17K in Q4 2019. 1,293 funds tracked by Wall St. Rank hold CCI as of Q3 2022.

  • TFO Wealth Partners reported no remaining Crown Castle position as of Q3 2022 after selling out during the quarter.
  • TFO Wealth Partners sold 9 Crown Castle shares in Q3 2022, an estimated $2K.
  • TFO Wealth Partners first reported a position in Crown Castle in Q4 2019 and held it in 2 quarters.
  • TFO Wealth Partners's Crown Castle position peaked at $17K in Q4 2019.
  • 1,293 funds tracked by Wall St. Rank held Crown Castle as of Q3 2022.

Based on TFO Wealth Partners's 13F filing for Q3 2022, filed 8 Nov 2022.