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

Altium 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
2022
Q2 		$428K Sell
2,539
-189
-7% -$34.4K 0.03% 261
2022
Q1 		$504K Sell
2,728
-552
-17% -$98.3K 0.03% 261
2021
Q4 		$685K Sell
3,280
-393
-11% -$72.6K 0.04% 201
2021
Q3 		$637K Sell
3,673
-328
-8% -$63.4K 0.05% 195
2021
Q2 		$781K Buy
4,001
+470
+13% +$88K 0.06% 159
2021
Q1 		$608K Buy
3,531
+959
+37% +$154K 0.05% 185
2020
Q4 		$409K Buy
2,572
+397
+18% +$64.4K 0.04% 235
2020
Q3 		$362K Buy
2,175
+96
+5% +$15.8K 0.04% 235
2020
Q2 		$348K Buy
2,079
+122
+6% +$19.6K 0.04% 242
2020
Q1 		$283K Buy
1,957
+270
+16% +$40.3K 0.04% 228
2019
Q4 		$240K Buy
1,687
+173
+11% +$23.6K 0.03% 242
2019
Q3 		$210K Sell
1,514
-57
-4% -$7.88K 0.03% 265
2019
Q2 		$205K Buy
+1,571
New +$202K 0.03% 261

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Altium Wealth Management's CCI Position: Q2 2022 in Review

Altium Wealth Management reduced its Crown Castle (CCI) stake by 6.9% in Q2 2022, selling an estimated $34.4K and leaving 2,539 shares worth $428K. The position accounts for 0.03% of the portfolio, ranked #261.

Altium Wealth Management first reported a position in CCI in Q2 2019 and has held it in 13 quarters since. The position peaked at $781K in Q2 2021. 1,349 funds tracked by Wall St. Rank hold CCI as of Q2 2022.

  • Altium Wealth Management held 2,539 shares of Crown Castle worth $428K as of Q2 2022.
  • Altium Wealth Management sold 189 Crown Castle shares in Q2 2022, an estimated $34.4K.
  • Crown Castle made up 0.03% of Altium Wealth Management's portfolio in Q2 2022, its #261 holding.
  • Altium Wealth Management first reported a position in Crown Castle in Q2 2019 and has held it in 13 quarters since.
  • Altium Wealth Management's Crown Castle position peaked at $781K in Q2 2021.
  • 1,349 funds tracked by Wall St. Rank held Crown Castle as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.