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Tiedemann Advisors’s Crown Castle CCI Stock Holding History

Tiedemann 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 		$1.02M Buy
11,102
+308
+3% +$31.9K 0.04% 119
2023
Q2 		$1.23M Buy
10,794
+100
+0.9% +$11.9K 0.05% 104
2023
Q1 		$1.43M Buy
+10,694
New +$1.48M 0.07% 91

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

Tiedemann Advisors's CCI Position: Q3 2023 in Review

Tiedemann Advisors increased its Crown Castle (CCI) stake by 2.9% in Q3 2023, buying an estimated $31.9K and bringing the position to 11,102 shares worth $1.02M. The position accounts for 0.04% of the portfolio, ranked #119.

Tiedemann Advisors first reported a position in CCI in Q1 2023 and has held it in 3 quarters since. The position peaked at $1.43M in Q1 2023. 1,155 funds tracked by Wall St. Rank hold CCI as of Q3 2023.

  • Tiedemann Advisors held 11,102 shares of Crown Castle worth $1.02M as of Q3 2023.
  • Tiedemann Advisors bought 308 Crown Castle shares in Q3 2023, an estimated $31.9K.
  • Crown Castle made up 0.04% of Tiedemann Advisors's portfolio in Q3 2023, its #119 holding.
  • Tiedemann Advisors first reported a position in Crown Castle in Q1 2023 and has held it in 3 quarters since.
  • Tiedemann Advisors's Crown Castle position peaked at $1.43M in Q1 2023.
  • 1,155 funds tracked by Wall St. Rank held Crown Castle as of Q3 2023.

Based on Tiedemann Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.