Ownership history in Activest Wealth Management Β· 14 quarters on record
This page tracks every 13F SEC filing in which Activest Wealth Management reported a position in CROWN CASTLE INTL CORP NEW (CCI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Activest Wealth Management underperformed the S&P 500 by β27.4% annually on this CCI position. Timing score: 25% (2/8 decisions correct). Average cost basis: $109.78. Maximum drawdown during holding period: β41.9%.
β Significantly underperformed the S&P 500 by 27.4% ann.
13 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
2 of 8 add/trim decisions correct
Best entry: $85.25 (2024 Q4) Β· Worst: $138.28 (2022 Q2)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
7 adds Β· 2 trims. Bought during 4 of 10 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.0% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size