ACG Wealth’s Crown Castle CCI Stock Holding History

ACG Wealth’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	-55	Closed	-$9K	–	348
2022 Q2	$9K	Buy	+55	New	+$10K	﹤0.01%	703

Other funds holding CCI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ACG Wealth's CCI Position: Q3 2022 in Review

ACG Wealth sold out of Crown Castle (CCI) in Q3 2022, closing a stake of 55 shares — an estimated $9K sold.

ACG Wealth first reported a position in CCI in Q2 2022 and held it in 1 quarter. The position peaked at $9K in Q2 2022. 1,293 funds tracked by Wall St. Rank hold CCI as of Q3 2022.

ACG Wealth reported no remaining Crown Castle position as of Q3 2022 after selling out during the quarter.
ACG Wealth sold 55 Crown Castle shares in Q3 2022, an estimated $9K.
ACG Wealth first reported a position in Crown Castle in Q2 2022 and held it in 1 quarter.
ACG Wealth's Crown Castle position peaked at $9K in Q2 2022.
1,293 funds tracked by Wall St. Rank held Crown Castle as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.