Doyle Wealth Management’s Crown Castle CCI Stock Holding History

Doyle Wealth 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
2022 Q2	–	Sell	-1,086	Closed	-$200K	–	213
2022 Q1	$200K	Buy	1,086 +1	+0.1%	+$178	0.01%	234
2021 Q4	$227K	Buy	+1,085	New	+$200K	0.02%	214
2021 Q3	–	Sell	-1,084	Closed	-$211K	–	225
2021 Q2	$211K	Buy	+1,084	New	+$203K	0.02%	214
2019 Q3	–	Sell	-371	Closed	-$48K	–	282
2019 Q2	$48K	Buy	+371	New	+$47.7K	0.01%	372
2019 Q1	–	Sell	-300	Closed	-$33K	–	271
2018 Q4	$33K	Buy	+300	New	+$33K	0.01%	431

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 $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

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

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

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

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

Doyle Wealth Management's CCI Position: Q2 2022 in Review

Doyle Wealth Management sold out of Crown Castle (CCI) in Q2 2022, closing a stake of 1,086 shares — an estimated $200K sold.

Doyle Wealth Management first reported a position in CCI in Q4 2018 and held it in 5 quarters. The position peaked at $227K in Q4 2021. 1,350 funds tracked by Wall St. Rank hold CCI as of Q2 2022.

Doyle Wealth Management reported no remaining Crown Castle position as of Q2 2022 after selling out during the quarter.
Doyle Wealth Management sold 1,086 Crown Castle shares in Q2 2022, an estimated $200K.
Doyle Wealth Management first reported a position in Crown Castle in Q4 2018 and held it in 5 quarters.
Doyle Wealth Management's Crown Castle position peaked at $227K in Q4 2021.
1,350 funds tracked by Wall St. Rank held Crown Castle as of Q2 2022.

Based on Doyle Wealth Management's 13F filing for Q2 2022, filed 10 Aug 2022.