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 $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital Research Global Investors

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

Bank of America

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

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return