Center For Asset Management’s Crown Castle CCI Stock Holding History

Center For Asset 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 Q2	–	Sell	-5,638	Closed	-$755K	–	105
2023 Q1	$755K	Buy	5,638 +69	+1%	+$9.54K	0.74%	36
2022 Q4	$755K	Buy	5,569 +1,333	+31%	+$180K	0.7%	38
2022 Q3	$612K	Buy	4,236 +636	+18%	+$109K	0.61%	39
2022 Q2	$606K	Buy	+3,600	New	+$655K	0.56%	44

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

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

Center For Asset Management's CCI Position: Q2 2023 in Review

Center For Asset Management sold out of Crown Castle (CCI) in Q2 2023, closing a stake of 5,638 shares — an estimated $755K sold.

Center For Asset Management first reported a position in CCI in Q2 2022 and held it in 4 quarters. The position peaked at $755K in Q4 2022. 1,235 funds tracked by Wall St. Rank hold CCI as of Q2 2023.

Center For Asset Management reported no remaining Crown Castle position as of Q2 2023 after selling out during the quarter.
Center For Asset Management sold 5,638 Crown Castle shares in Q2 2023, an estimated $755K.
Center For Asset Management first reported a position in Crown Castle in Q2 2022 and held it in 4 quarters.
Center For Asset Management's Crown Castle position peaked at $755K in Q4 2022.
1,235 funds tracked by Wall St. Rank held Crown Castle as of Q2 2023.

Based on Center For Asset Management's 13F filing for Q2 2023, filed 24 Jul 2023.