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B. Riley Wealth Management’s Crown Castle CCI Stock Holding History

B. Riley 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 		$5.69K Sell
33,786
-23,180
-41% -$4.22M 0.01% 138
2022
Q1 		$10.5M Sell
56,966
-75
-0.1% -$13.3K 0.81% 26
2021
Q4 		$11.9M Buy
57,041
+485
+0.9% +$89.6K 0.82% 22
2021
Q3 		$9.8M Sell
56,556
-412
-0.7% -$79.6K 0.75% 24
2021
Q2 		$11.1M Sell
56,968
-968
-2% -$181K 1.23% 16
2021
Q1 		$9.97M Sell
57,936
-2,378
-4% -$381K 1.17% 20
2020
Q4 		$9.6M Buy
60,314
+639
+1% +$104K 1.24% 15
2020
Q3 		$9.94M Sell
59,675
-253
-0.4% -$41.8K 1.17% 18
2020
Q2 		$10M Buy
59,928
+1,384
+2% +$223K 1.1% 17
2020
Q1 		$8.45M Buy
58,544
+53,685
+1,105% +$8.01M 0.89% 24
2019
Q4 		$691K Sell
4,859
-1,046
-18% -$143K 0.1% 183
2019
Q3 		$821K Buy
5,905
+2,002
+51% +$277K 0.14% 152
2019
Q2 		$509 Buy
3,903
+780
+25% +$100K 0.08% 205
2019
Q1 		$400K Buy
3,123
+272
+10% +$31.9K 0.07% 242
2018
Q4 		$310K Buy
2,851
+1
+0% +$110 0.07% 237
2018
Q3 		$317K Buy
+2,850
New +$317K 0.08% 211

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

B. Riley Wealth Management's CCI Position: Q2 2022 in Review

B. Riley Wealth Management reduced its Crown Castle (CCI) stake by 41% in Q2 2022, selling an estimated $4.22M and leaving 33,786 shares worth $5.69K. The position accounts for 0.01% of the portfolio, ranked #138.

B. Riley Wealth Management first reported a position in CCI in Q3 2018 and has held it in 16 quarters since. The position peaked at $11.9M in Q4 2021. 1,349 funds tracked by Wall St. Rank hold CCI as of Q2 2022.

  • B. Riley Wealth Management held 33,786 shares of Crown Castle worth $5.69K as of Q2 2022.
  • B. Riley Wealth Management sold 23,180 Crown Castle shares in Q2 2022, an estimated $4.22M.
  • Crown Castle made up 0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #138 holding.
  • B. Riley Wealth Management first reported a position in Crown Castle in Q3 2018 and has held it in 16 quarters since.
  • B. Riley Wealth Management's Crown Castle position peaked at $11.9M in Q4 2021.
  • 1,349 funds tracked by Wall St. Rank held Crown Castle as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.