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Edge Wealth Management’s Crown Castle CCI Stock Holding History

Edge 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
Q1 		– Sell
-19
Closed -$4K – 165
2021
Q4 		$4K Hold
19
– – ﹤0.01% 343
2021
Q3 		$3K Hold
19
– – ﹤0.01% 381
2021
Q2 		$4K Hold
19
– – ﹤0.01% 350
2021
Q1 		$3K Buy
+19
New +$3.04K ﹤0.01% 357
2020
Q3 		– Sell
-100
Closed -$17K – 468
2020
Q2 		$17K Hold
100
– – ﹤0.01% 385
2020
Q1 		$14K Hold
100
– – ﹤0.01% 360
2019
Q4 		$14K Hold
100
– – ﹤0.01% 381
2019
Q3 		$13K Buy
+100
New +$13.8K ﹤0.01% 377

Other funds holding CCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Edge Wealth Management's CCI Position: Q1 2022 in Review

Edge Wealth Management sold out of Crown Castle (CCI) in Q1 2022, closing a stake of 19 shares — an estimated $4K sold.

Edge Wealth Management first reported a position in CCI in Q3 2019 and held it in 8 quarters. The position peaked at $17K in Q2 2020. 1,344 funds tracked by Wall St. Rank hold CCI as of Q1 2022.

  • Edge Wealth Management reported no remaining Crown Castle position as of Q1 2022 after selling out during the quarter.
  • Edge Wealth Management sold 19 Crown Castle shares in Q1 2022, an estimated $4K.
  • Edge Wealth Management first reported a position in Crown Castle in Q3 2019 and held it in 8 quarters.
  • Edge Wealth Management's Crown Castle position peaked at $17K in Q2 2020.
  • 1,344 funds tracked by Wall St. Rank held Crown Castle as of Q1 2022.

Based on Edge Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.