Trust Investment Advisors’s Crown Castle CCI Stock Holding History

Trust Investment 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 Q1	–	Sell	-4,653	Closed	-$631K	–	99
2022 Q4	$631K	Sell	4,653 -1,121	-19%	-$152K	0.6%	61
2022 Q3	$835K	Sell	5,774 -2	-0%	-$342	0.87%	53
2022 Q2	$973K	Sell	5,776 -130	-2%	-$23.7K	0.93%	47
2022 Q1	$1.09M	Buy	5,906 +46	+0.8%	+$8.19K	0.89%	50
2021 Q4	$1.22M	Buy	5,860 +194	+3%	+$35.8K	0.96%	46
2021 Q3	$982K	Buy	5,666 +23	+0.4%	+$4.45K	0.88%	54
2021 Q2	$1.1M	Buy	5,643 +191	+4%	+$35.8K	0.97%	46
2021 Q1	$938K	Buy	5,452 +493	+10%	+$79K	0.92%	48
2020 Q4	$789K	Buy	4,959 +18	+0.4%	+$2.92K	0.8%	50
2020 Q3	$823K	Buy	4,941 +77	+2%	+$12.7K	0.96%	40
2020 Q2	$814K	Buy	+4,864	New	+$783K	1.04%	38

Other funds holding CCI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Trust Investment Advisors's CCI Position: Q1 2023 in Review

Trust Investment Advisors sold out of Crown Castle (CCI) in Q1 2023, closing a stake of 4,653 shares — an estimated $631K sold.

Trust Investment Advisors first reported a position in CCI in Q2 2020 and held it in 11 quarters. The position peaked at $1.22M in Q4 2021. 1,288 funds tracked by Wall St. Rank hold CCI as of Q1 2023.

Trust Investment Advisors reported no remaining Crown Castle position as of Q1 2023 after selling out during the quarter.
Trust Investment Advisors sold 4,653 Crown Castle shares in Q1 2023, an estimated $631K.
Trust Investment Advisors first reported a position in Crown Castle in Q2 2020 and held it in 11 quarters.
Trust Investment Advisors's Crown Castle position peaked at $1.22M in Q4 2021.
1,288 funds tracked by Wall St. Rank held Crown Castle as of Q1 2023.

Based on Trust Investment Advisors's 13F filing for Q1 2023, filed 12 May 2023.