AWM
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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return