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Elmwood Wealth Management’s Crown Castle CCI Stock Holding History

Elmwood 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
-23
Closed -$5K – 137
2021
Q4 		$5K Buy
+23
New +$4.25K ﹤0.01% 315
2021
Q2 		$4K Hold
23
– – ﹤0.01% 287
2021
Q1 		$4K Buy
+23
New +$3.68K ﹤0.01% 275
2020
Q3 		$4K Hold
23
– – ﹤0.01% 213
2020
Q2 		$4K Buy
+23
New +$3.7K ﹤0.01% 213

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

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

Elmwood Wealth Management sold out of Crown Castle (CCI) in Q1 2022, closing a stake of 23 shares — an estimated $5K sold.

Elmwood Wealth Management first reported a position in CCI in Q2 2020 and held it in 5 quarters. The position peaked at $5K in Q4 2021. 1,344 funds tracked by Wall St. Rank hold CCI as of Q1 2022.

  • Elmwood Wealth Management reported no remaining Crown Castle position as of Q1 2022 after selling out during the quarter.
  • Elmwood Wealth Management sold 23 Crown Castle shares in Q1 2022, an estimated $5K.
  • Elmwood Wealth Management first reported a position in Crown Castle in Q2 2020 and held it in 5 quarters.
  • Elmwood Wealth Management's Crown Castle position peaked at $5K in Q4 2021.
  • 1,344 funds tracked by Wall St. Rank held Crown Castle as of Q1 2022.

Based on Elmwood Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.