Cornerstone Wealth Group’s Crown Castle CCI Stock Holding History

Cornerstone Wealth Group’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 Q3	–	Sell	-22,466	Closed	-$3.78M	–	130
2022 Q2	$3.78M	Buy	+22,466	New	+$4.09M	0.79%	43
2021 Q1	–	Sell	-12,320	Closed	-$1.96M	–	162
2020 Q4	$1.96M	Sell	12,320 -385	-3%	-$62.5K	0.48%	73
2020 Q3	$2.12M	Sell	12,705 -11,252	-47%	-$1.86M	0.58%	59
2020 Q2	$4.01M	Buy	23,957 +1,015	+4%	+$163K	1.01%	23
2020 Q1	$3.31M	Buy	22,942 +397	+2%	+$59.2K	1.17%	25
2019 Q4	$3.21M	Buy	22,545 +93	+0.4%	+$12.7K	0.87%	36
2019 Q3	$3.12M	Buy	22,452 +13,049	+139%	+$1.8M	0.78%	38
2019 Q2	$1.23M	Buy	+9,403	New	+$1.21M	0.33%	89

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

Cornerstone Wealth Group's CCI Position: Q3 2022 in Review

Cornerstone Wealth Group sold out of Crown Castle (CCI) in Q3 2022, closing a stake of 22,466 shares — an estimated $3.78M sold.

Cornerstone Wealth Group first reported a position in CCI in Q2 2019 and held it in 8 quarters. The position peaked at $4.01M in Q2 2020. 1,293 funds tracked by Wall St. Rank hold CCI as of Q3 2022.

Cornerstone Wealth Group reported no remaining Crown Castle position as of Q3 2022 after selling out during the quarter.
Cornerstone Wealth Group sold 22,466 Crown Castle shares in Q3 2022, an estimated $3.78M.
Cornerstone Wealth Group first reported a position in Crown Castle in Q2 2019 and held it in 8 quarters.
Cornerstone Wealth Group's Crown Castle position peaked at $4.01M in Q2 2020.
1,293 funds tracked by Wall St. Rank held Crown Castle as of Q3 2022.

Based on Cornerstone Wealth Group's 13F filing for Q3 2022, filed 19 Oct 2022.