Dougherty Wealth Advisers’s Crown Castle CCI Stock Holding History

Dougherty Wealth Advisers’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	-394	Closed	-$82K	–	131
2021 Q4	$82K	Hold	394	–	–	0.11%	83
2021 Q3	$68K	Hold	394	–	–	0.1%	84
2021 Q2	$77K	Hold	394	–	–	0.11%	78
2021 Q1	$68K	Hold	394	–	–	0.1%	81
2020 Q4	$63K	Hold	394	–	–	0.1%	86
2020 Q3	$66K	Hold	394	–	–	0.23%	78
2020 Q2	$66K	Hold	394	–	–	0.24%	80
2020 Q1	$57K	Hold	394	–	–	0.23%	83
2019 Q4	$56K	Hold	394	–	–	0.17%	98
2019 Q3	$55K	Hold	394	–	–	0.18%	97
2019 Q2	$51K	Hold	394	–	–	0.14%	116
2019 Q1	$50K	Hold	394	–	–	0.17%	103
2018 Q4	$47K	Buy	+394	New	+$43.3K	0.15%	110

Other funds holding CCI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dougherty Wealth Advisers's CCI Position: Q1 2022 in Review

Dougherty Wealth Advisers sold out of Crown Castle (CCI) in Q1 2022, closing a stake of 394 shares — an estimated $82K sold.

Dougherty Wealth Advisers first reported a position in CCI in Q4 2018 and held it in 13 quarters. The position peaked at $82K in Q4 2021. 1,344 funds tracked by Wall St. Rank hold CCI as of Q1 2022.

Dougherty Wealth Advisers reported no remaining Crown Castle position as of Q1 2022 after selling out during the quarter.
Dougherty Wealth Advisers sold 394 Crown Castle shares in Q1 2022, an estimated $82K.
Dougherty Wealth Advisers first reported a position in Crown Castle in Q4 2018 and held it in 13 quarters.
Dougherty Wealth Advisers's Crown Castle position peaked at $82K in Q4 2021.
1,344 funds tracked by Wall St. Rank held Crown Castle as of Q1 2022.

Based on Dougherty Wealth Advisers's 13F filing for Q1 2022, filed 29 Apr 2022.