Baker Tilly Wealth Management’s Crown Castle CCI Stock Holding History

Baker Tilly 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
2023 Q3	–	Sell	-3,697	Closed	-$421K	–	476
2023 Q2	$421K	Sell	3,697 -211	-5%	-$25.1K	0.04%	382
2023 Q1	$523K	Buy	3,908 +950	+32%	+$131K	0.06%	321
2022 Q4	$401K	Sell	2,958 -777	-21%	-$105K	0.05%	379
2022 Q3	$540K	Sell	3,735 -306	-8%	-$52.4K	0.07%	276
2022 Q2	$680K	Buy	4,041 +39	+1%	+$7.1K	0.09%	243
2022 Q1	$739K	Sell	4,002 -498	-11%	-$88.6K	0.08%	250
2021 Q4	$939K	Buy	4,500 +388	+9%	+$71.6K	0.1%	215
2021 Q3	$713K	Sell	4,112 -15	-0.4%	-$2.9K	0.09%	238
2021 Q2	$805K	Buy	4,127 +311	+8%	+$58.2K	0.13%	179
2021 Q1	$657K	Buy	+3,816	New	+$611K	0.13%	191

Other funds holding CCI

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Baker Tilly Wealth Management's CCI Position: Q3 2023 in Review

Baker Tilly Wealth Management sold out of Crown Castle (CCI) in Q3 2023, closing a stake of 3,697 shares — an estimated $421K sold.

Baker Tilly Wealth Management first reported a position in CCI in Q1 2021 and held it in 10 quarters. The position peaked at $939K in Q4 2021. 1,155 funds tracked by Wall St. Rank hold CCI as of Q3 2023.

Baker Tilly Wealth Management reported no remaining Crown Castle position as of Q3 2023 after selling out during the quarter.
Baker Tilly Wealth Management sold 3,697 Crown Castle shares in Q3 2023, an estimated $421K.
Baker Tilly Wealth Management first reported a position in Crown Castle in Q1 2021 and held it in 10 quarters.
Baker Tilly Wealth Management's Crown Castle position peaked at $939K in Q4 2021.
1,155 funds tracked by Wall St. Rank held Crown Castle as of Q3 2023.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2023, filed 10 Oct 2023.