Clearview Wealth Advisors’s Crown Castle CCI Stock Holding History

Clearview Wealth Advisors’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	-142	Closed	-$16.2K	–	190
2023 Q2	$16.2K	Buy	142 +1	+0.7%	+$119	0.02%	302
2023 Q1	$18.9K	Buy	141 +4	+3%	+$553	0.02%	281
2022 Q4	$18.7K	Sell	137 -99	-42%	-$13.4K	0.01%	260
2022 Q3	$34K	Sell	236 -45	-16%	-$7.7K	0.03%	199
2022 Q2	$47K	Sell	281 -7	-2%	-$1.27K	0.04%	191
2022 Q1	$53K	Buy	288 +59	+26%	+$10.5K	0.03%	191
2021 Q4	$48K	Buy	229 +60	+36%	+$11.1K	0.03%	234
2021 Q3	$29K	Buy	169 +1	+0.6%	+$193	0.02%	288
2021 Q2	$33K	Buy	168 +56	+50%	+$10.5K	0.02%	285
2021 Q1	$19K	Hold	112	–	–	0.01%	336
2020 Q4	$18K	Buy	+112	New	+$18.2K	0.01%	309

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

Clearview Wealth Advisors's CCI Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Crown Castle (CCI) in Q3 2023, closing a stake of 142 shares — an estimated $16.2K sold.

Clearview Wealth Advisors first reported a position in CCI in Q4 2020 and held it in 11 quarters. The position peaked at $53K in Q1 2022. 1,155 funds tracked by Wall St. Rank hold CCI as of Q3 2023.

Clearview Wealth Advisors reported no remaining Crown Castle position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 142 Crown Castle shares in Q3 2023, an estimated $16.2K.
Clearview Wealth Advisors first reported a position in Crown Castle in Q4 2020 and held it in 11 quarters.
Clearview Wealth Advisors's Crown Castle position peaked at $53K in Q1 2022.
1,155 funds tracked by Wall St. Rank held Crown Castle as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.