Capital Wealth Planning’s Crown Castle CCI Stock Holding History

Capital Wealth Planning’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 Q1	–	Sell	-1,228	Closed	-$256K	–	99
2021 Q4	$256K	Hold	1,228	–	–	0.01%	90
2021 Q3	$213K	Sell	1,228 -876	-42%	-$169K	0.01%	106
2021 Q2	$411K	Buy	2,104 +5	+0.2%	+$936	0.01%	81
2021 Q1	$361K	Buy	2,099 +595	+40%	+$95.3K	0.01%	80
2020 Q4	$239K	Sell	1,504 -231,437	-99%	-$37.5M	0.01%	98
2020 Q3	$38.8M	Buy	232,941 +18,357	+9%	+$3.03M	1.92%	24
2020 Q2	$35.9M	Buy	214,584 +212,014	+8,250%	+$34.1M	2.05%	22
2020 Q1	$371K	Buy	2,570 +929	+57%	+$139K	0.02%	148
2019 Q4	$233K	Buy	+1,641	New	+$224K	0.01%	176
2015 Q1	–	Sell	-13,080	Closed	-$1.03M	–	131
2014 Q4	$1.03M	Buy	+13,080	New	+$1.05M	0.48%	50

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

Capital Wealth Planning's CCI Position: Q1 2022 in Review

Capital Wealth Planning sold out of Crown Castle (CCI) in Q1 2022, closing a stake of 1,228 shares — an estimated $256K sold.

Capital Wealth Planning first reported a position in CCI in Q4 2014 and held it in 10 quarters. The position peaked at $38.8M in Q3 2020. 1,344 funds tracked by Wall St. Rank hold CCI as of Q1 2022.

Capital Wealth Planning reported no remaining Crown Castle position as of Q1 2022 after selling out during the quarter.
Capital Wealth Planning sold 1,228 Crown Castle shares in Q1 2022, an estimated $256K.
Capital Wealth Planning first reported a position in Crown Castle in Q4 2014 and held it in 10 quarters.
Capital Wealth Planning's Crown Castle position peaked at $38.8M in Q3 2020.
1,344 funds tracked by Wall St. Rank held Crown Castle as of Q1 2022.

Based on Capital Wealth Planning's 13F filing for Q1 2022, filed 11 May 2022.