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Vantage Financial Partners (Illinois)’s Crown Castle CCI Stock Holding History

Vantage Financial Partners (Illinois)’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
2024
Q2 		– Sell
-1,950
Closed -$206K – 107
2024
Q1 		$206K Hold
1,950
– – 0.05% 104
2023
Q4 		$225K Sell
1,950
-440
-18% -$45.1K 0.07% 99
2023
Q3 		$220K Hold
2,390
– – 0.13% 82
2023
Q2 		$272K Hold
2,390
– – 0.15% 85
2023
Q1 		$320K Hold
2,390
– – 0.19% 77
2022
Q4 		$324K Hold
2,390
– – 0.19% 79
2022
Q3 		$345K Hold
2,390
– – 0.22% 64
2022
Q2 		$402K Hold
2,390
– – 0.24% 65
2022
Q1 		$441K Buy
2,390
+20
+0.8% +$3.56K 0.23% 61
2021
Q4 		$495K Buy
2,370
+370
+19% +$68.3K 0.25% 57
2021
Q3 		$347K Hold
2,000
– – 0.19% 63
2021
Q2 		$390K Buy
2,000
+75
+4% +$14K 0.22% 60
2021
Q1 		$331K Buy
+1,925
New +$308K 0.19% 64

Other funds holding CCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Vantage Financial Partners (Illinois)'s CCI Position: Q2 2024 in Review

Vantage Financial Partners (Illinois) sold out of Crown Castle (CCI) in Q2 2024, closing a stake of 1,950 shares — an estimated $206K sold.

Vantage Financial Partners (Illinois) first reported a position in CCI in Q1 2021 and held it in 13 quarters. The position peaked at $495K in Q4 2021. 1,128 funds tracked by Wall St. Rank hold CCI as of Q2 2024.

  • Vantage Financial Partners (Illinois) reported no remaining Crown Castle position as of Q2 2024 after selling out during the quarter.
  • Vantage Financial Partners (Illinois) sold 1,950 Crown Castle shares in Q2 2024, an estimated $206K.
  • Vantage Financial Partners (Illinois) first reported a position in Crown Castle in Q1 2021 and held it in 13 quarters.
  • Vantage Financial Partners (Illinois)'s Crown Castle position peaked at $495K in Q4 2021.
  • 1,128 funds tracked by Wall St. Rank held Crown Castle as of Q2 2024.

Based on Vantage Financial Partners (Illinois)'s 13F filing for Q2 2024, filed 14 Aug 2024.