AWM
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Adams Wealth Management’s Crown Castle CCI Stock Holding History

Adams Wealth Management’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
2020
Q4 		– Sell
-200
Closed -$33K – 111
2020
Q3 		$33K Buy
+200
New +$33K 0.03% 123

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Adams Wealth Management's CCI Position: Q4 2020 in Review

Adams Wealth Management sold out of Crown Castle (CCI) in Q4 2020, closing a stake of 200 shares — an estimated $33K sold.

Adams Wealth Management first reported a position in CCI in Q3 2020 and held it in 1 quarter. The position peaked at $33K in Q3 2020. 1,194 funds tracked by Wall St. Rank hold CCI as of Q4 2020.

  • Adams Wealth Management reported no remaining Crown Castle position as of Q4 2020 after selling out during the quarter.
  • Adams Wealth Management sold 200 Crown Castle shares in Q4 2020, an estimated $33K.
  • Adams Wealth Management first reported a position in Crown Castle in Q3 2020 and held it in 1 quarter.
  • Adams Wealth Management's Crown Castle position peaked at $33K in Q3 2020.
  • 1,194 funds tracked by Wall St. Rank held Crown Castle as of Q4 2020.

Based on Adams Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.