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VisionPoint Advisory Group’s Crown Castle CCI Stock Holding History

VisionPoint Advisory Group’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
Q4 		– Sell
-215
Closed -$19.8K – 768
2023
Q3 		$19.8K Buy
+215
New +$22.3K 0.01% 378

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

VisionPoint Advisory Group's CCI Position: Q4 2023 in Review

VisionPoint Advisory Group sold out of Crown Castle (CCI) in Q4 2023, closing a stake of 215 shares — an estimated $19.8K sold.

VisionPoint Advisory Group first reported a position in CCI in Q3 2023 and held it in 1 quarter. The position peaked at $19.8K in Q3 2023. 1,239 funds tracked by Wall St. Rank hold CCI as of Q4 2023.

  • VisionPoint Advisory Group reported no remaining Crown Castle position as of Q4 2023 after selling out during the quarter.
  • VisionPoint Advisory Group sold 215 Crown Castle shares in Q4 2023, an estimated $19.8K.
  • VisionPoint Advisory Group first reported a position in Crown Castle in Q3 2023 and held it in 1 quarter.
  • VisionPoint Advisory Group's Crown Castle position peaked at $19.8K in Q3 2023.
  • 1,239 funds tracked by Wall St. Rank held Crown Castle as of Q4 2023.

Based on VisionPoint Advisory Group's 13F filing for Q4 2023, filed 7 Feb 2024.