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Catalyst Wealth Management’s Crown Castle CCI Stock Holding History

Catalyst 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
Q1 		$358K Sell
2,677
-267
-9% -$36.9K 0.34% 91
2022
Q4 		$399K Buy
+2,944
New +$398K 0.38% 86

Other funds holding CCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Catalyst Wealth Management's CCI Position: Q1 2023 in Review

Catalyst Wealth Management reduced its Crown Castle (CCI) stake by 9.1% in Q1 2023, selling an estimated $36.9K and leaving 2,677 shares worth $358K. The position accounts for 0.34% of the portfolio, ranked #91.

Catalyst Wealth Management first reported a position in CCI in Q4 2022 and has held it in 2 quarters since. The position peaked at $399K in Q4 2022. 1,290 funds tracked by Wall St. Rank hold CCI as of Q1 2023.

  • Catalyst Wealth Management held 2,677 shares of Crown Castle worth $358K as of Q1 2023.
  • Catalyst Wealth Management sold 267 Crown Castle shares in Q1 2023, an estimated $36.9K.
  • Crown Castle made up 0.34% of Catalyst Wealth Management's portfolio in Q1 2023, its #91 holding.
  • Catalyst Wealth Management first reported a position in Crown Castle in Q4 2022 and has held it in 2 quarters since.
  • Catalyst Wealth Management's Crown Castle position peaked at $399K in Q4 2022.
  • 1,290 funds tracked by Wall St. Rank held Crown Castle as of Q1 2023.

Based on Catalyst Wealth Management's 13F filing for Q1 2023, filed 11 Apr 2023.