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Evolution Wealth Advisors’s Crown Castle CCI Stock Holding History

Evolution Wealth Advisors’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
2021
Q4 		– Sell
-427
Closed -$74K – 235
2021
Q3 		$74K Hold
427
– – 0.02% 169
2021
Q2 		$83K Hold
427
– – 0.02% 172
2021
Q1 		$73K Hold
427
– – 0.02% 171
2020
Q4 		$68K Buy
427
+360
+537% +$58.4K 0.02% 162
2020
Q3 		$11K Hold
67
– – ﹤0.01% 336
2020
Q2 		$11K Buy
+67
New +$10.8K ﹤0.01% 271
2020
Q1 		– Sell
-56
Closed -$8K – 363
2019
Q4 		$8K Buy
56
+4
+8% +$546 ﹤0.01% 328
2019
Q3 		$7K Hold
52
– – ﹤0.01% 225
2019
Q2 		$7K Buy
+52
New +$6.69K ﹤0.01% 204

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Evolution Wealth Advisors's CCI Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Crown Castle (CCI) in Q4 2021, closing a stake of 427 shares — an estimated $74K sold.

Evolution Wealth Advisors first reported a position in CCI in Q2 2019 and held it in 9 quarters. The position peaked at $83K in Q2 2021. 1,373 funds tracked by Wall St. Rank hold CCI as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining Crown Castle position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 427 Crown Castle shares in Q4 2021, an estimated $74K.
  • Evolution Wealth Advisors first reported a position in Crown Castle in Q2 2019 and held it in 9 quarters.
  • Evolution Wealth Advisors's Crown Castle position peaked at $83K in Q2 2021.
  • 1,373 funds tracked by Wall St. Rank held Crown Castle as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.