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180 Wealth Advisors’s Crown Castle CCI Stock Holding History

180 Wealth 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
2022
Q3 		– Sell
-1,221
Closed -$210K – 363
2022
Q2 		$210K Sell
1,221
-223
-15% -$40.6K 0.05% 327
2022
Q1 		$280K Sell
1,444
-15
-1% -$2.67K 0.06% 292
2021
Q4 		$266K Sell
1,459
-48
-3% -$8.86K 0.06% 291
2021
Q3 		$254K Sell
1,507
-58
-4% -$11.2K 0.06% 307
2021
Q2 		$299K Sell
1,565
-31
-2% -$5.8K 0.07% 280
2021
Q1 		$296K Sell
1,596
-144
-8% -$23.1K 0.07% 252
2020
Q4 		$277K Buy
1,740
+377
+28% +$61.2K 0.08% 243
2020
Q3 		$224K Sell
1,363
-3
-0.2% -$495 0.08% 232
2020
Q2 		$231K Sell
1,366
-186
-12% -$30K 0.09% 212
2020
Q1 		$227K Sell
1,552
-536
-26% -$79.9K 0.12% 186
2019
Q4 		$301K Sell
2,088
-1,611
-44% -$220K 0.12% 200
2019
Q3 		$506K Sell
3,699
-1,149
-24% -$159K 0.22% 119
2019
Q2 		$649K Sell
4,848
-171
-3% -$22K 0.29% 97
2019
Q1 		$618K Sell
5,019
-1,830
-27% -$215K 0.28% 99
2018
Q4 		$762K Sell
6,849
-210
-3% -$23.1K 0.36% 84
2018
Q3 		$786K Sell
7,059
-408
-5% -$45.4K 0.36% 83
2018
Q2 		$805K Buy
7,467
+4,074
+120% +$423K 0.4% 77
2018
Q1 		$379K Buy
+3,393
New +$368K 0.2% 137

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

180 Wealth Advisors's CCI Position: Q3 2022 in Review

180 Wealth Advisors sold out of Crown Castle (CCI) in Q3 2022, closing a stake of 1,221 shares — an estimated $210K sold.

180 Wealth Advisors first reported a position in CCI in Q1 2018 and held it in 18 quarters. The position peaked at $805K in Q2 2018. 1,293 funds tracked by Wall St. Rank hold CCI as of Q3 2022.

  • 180 Wealth Advisors reported no remaining Crown Castle position as of Q3 2022 after selling out during the quarter.
  • 180 Wealth Advisors sold 1,221 Crown Castle shares in Q3 2022, an estimated $210K.
  • 180 Wealth Advisors first reported a position in Crown Castle in Q1 2018 and held it in 18 quarters.
  • 180 Wealth Advisors's Crown Castle position peaked at $805K in Q2 2018.
  • 1,293 funds tracked by Wall St. Rank held Crown Castle as of Q3 2022.

Based on 180 Wealth Advisors's 13F filing for Q3 2022, filed 12 Oct 2022.