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Tilia Fiduciary Partners’s Crown Castle CCI Stock Holding History

Tilia Fiduciary 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
2023
Q3 		– Sell
-80
Closed -$9.12K – 152
2023
Q2 		$9.12K Hold
80
– – 0.01% 381
2023
Q1 		$10.7K Hold
80
– – 0.01% 365
2022
Q4 		$10.9K Hold
80
– – 0.01% 357
2022
Q3 		$11K Hold
80
– – 0.01% 357
2022
Q2 		$14K Hold
80
– – 0.01% 351
2022
Q1 		$15K Hold
80
– – 0.01% 358
2021
Q4 		$17K Buy
+80
New +$14.8K 0.01% 356

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

Tilia Fiduciary Partners's CCI Position: Q3 2023 in Review

Tilia Fiduciary Partners sold out of Crown Castle (CCI) in Q3 2023, closing a stake of 80 shares — an estimated $9.12K sold.

Tilia Fiduciary Partners first reported a position in CCI in Q4 2021 and held it in 7 quarters. The position peaked at $17K in Q4 2021. 1,156 funds tracked by Wall St. Rank hold CCI as of Q3 2023.

  • Tilia Fiduciary Partners reported no remaining Crown Castle position as of Q3 2023 after selling out during the quarter.
  • Tilia Fiduciary Partners sold 80 Crown Castle shares in Q3 2023, an estimated $9.12K.
  • Tilia Fiduciary Partners first reported a position in Crown Castle in Q4 2021 and held it in 7 quarters.
  • Tilia Fiduciary Partners's Crown Castle position peaked at $17K in Q4 2021.
  • 1,156 funds tracked by Wall St. Rank held Crown Castle as of Q3 2023.

Based on Tilia Fiduciary Partners's 13F filing for Q3 2023, filed 10 Oct 2023.