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Phoenix Wealth Advisors

SEC CIK
0001842362
Latest filing
Jul 31, 2026

CCI holding history

Crown Castle Inc. in every 13F filed by Phoenix Wealth Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CCI overviewAll 13F holders of CCIFull Q2 2026 holdings

Shares (Q3 2022)
0
Sold out in Q3 2022
Value
$0
% of portfolio
0.0%
Quarters held
6
Since Q1 2021
Holdings of CCI by Phoenix Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20220$00.0%−2,288−100.0%Sold outHolders
Q2 20222,288$385.0K0.4%−5,788−71.7%ReducedHolders
Q1 20228,076$1.60M1.6%−194−2.3%ReducedHolders
Q4 20218,270$1.73M1.3%−213−2.5%ReducedHolders
Q3 20218,483$1.47M1.1%−5,473−39.2%ReducedHolders
Q2 202113,956$2.79M2.0%−132−0.9%ReducedHolders
Q1 202114,088$2.46M1.9%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.