Avitas Wealth Management’s Crown Castle CCI Stock Holding History

Avitas 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
2021 Q1	–	Sell	-4,831	Closed	-$769K	–	211
2020 Q4	$769K	Buy	4,831 +156	+3%	+$25.3K	0.16%	163
2020 Q3	$778K	Buy	4,675 +246	+6%	+$40.6K	0.22%	123
2020 Q2	$741K	Sell	4,429 -30	-0.7%	-$4.83K	0.25%	113
2020 Q1	$644K	Buy	4,459 +68	+2%	+$10.1K	0.29%	90
2019 Q4	$624K	Sell	4,391 -8	-0.2%	-$1.09K	0.16%	132
2019 Q3	$612K	Buy	4,399 +27	+0.6%	+$3.73K	0.17%	130
2019 Q2	$570K	Sell	4,372 -112	-2%	-$14.4K	0.16%	139
2019 Q1	$574K	Sell	4,484 -277	-6%	-$32.5K	0.17%	130
2018 Q4	$517K	Sell	4,761 -17	-0.4%	-$1.87K	0.17%	132
2018 Q3	$532K	Buy	4,778 +404	+9%	+$45K	0.15%	143
2018 Q2	$472K	Buy	+4,374	New	+$454K	0.15%	143

Other funds holding CCI

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Avitas Wealth Management's CCI Position: Q1 2021 in Review

Avitas Wealth Management sold out of Crown Castle (CCI) in Q1 2021, closing a stake of 4,831 shares — an estimated $769K sold.

Avitas Wealth Management first reported a position in CCI in Q2 2018 and held it in 11 quarters. The position peaked at $778K in Q3 2020. 1,230 funds tracked by Wall St. Rank hold CCI as of Q1 2021.

Avitas Wealth Management reported no remaining Crown Castle position as of Q1 2021 after selling out during the quarter.
Avitas Wealth Management sold 4,831 Crown Castle shares in Q1 2021, an estimated $769K.
Avitas Wealth Management first reported a position in Crown Castle in Q2 2018 and held it in 11 quarters.
Avitas Wealth Management's Crown Castle position peaked at $778K in Q3 2020.
1,230 funds tracked by Wall St. Rank held Crown Castle as of Q1 2021.

Based on Avitas Wealth Management's 13F filing for Q1 2021, filed 13 May 2021.