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BNC Wealth Management’s Crown Castle CCI Stock Holding History

BNC 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
2020
Q4 		– Sell
-150
Closed -$25K – 157
2020
Q3 		$25K Buy
+150
New +$24.8K 0.02% 204

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BNC Wealth Management's CCI Position: Q4 2020 in Review

BNC Wealth Management sold out of Crown Castle (CCI) in Q4 2020, closing a stake of 150 shares — an estimated $25K sold.

BNC Wealth Management first reported a position in CCI in Q3 2020 and held it in 1 quarter. The position peaked at $25K in Q3 2020. 1,194 funds tracked by Wall St. Rank hold CCI as of Q4 2020.

  • BNC Wealth Management reported no remaining Crown Castle position as of Q4 2020 after selling out during the quarter.
  • BNC Wealth Management sold 150 Crown Castle shares in Q4 2020, an estimated $25K.
  • BNC Wealth Management first reported a position in Crown Castle in Q3 2020 and held it in 1 quarter.
  • BNC Wealth Management's Crown Castle position peaked at $25K in Q3 2020.
  • 1,194 funds tracked by Wall St. Rank held Crown Castle as of Q4 2020.

Based on BNC Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.