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Executive Wealth Management’s Crown Castle CCI Stock Holding History

Executive 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
2023
Q4 		– Sell
-42,348
Closed -$3.9M – 217
2023
Q3 		$3.9M Buy
42,348
+681
+2% +$70.6K 0.4% 70
2023
Q2 		$4.75M Sell
41,667
-3,391
-8% -$404K 0.49% 62
2023
Q1 		$6.03M Buy
45,058
+202
+0.5% +$27.9K 0.67% 49
2022
Q4 		$6.08M Buy
44,856
+38,630
+620% +$5.22M 0.75% 44
2022
Q3 		$6.23K Sell
6,226
-35,302
-85% -$6.04M 0.87% 31
2022
Q2 		$6.99M Sell
41,528
-6,636
-14% -$1.21M 0.94% 31
2022
Q1 		$8.89M Buy
48,164
+6,361
+15% +$1.13M 0.96% 22
2021
Q4 		$8.73M Buy
41,803
+6,703
+19% +$1.24M 0.87% 31
2021
Q3 		$6.08M Buy
35,100
+141
+0.4% +$27.3K 0.67% 54
2021
Q2 		$6.82M Buy
34,959
+2,898
+9% +$543K 0.75% 38
2021
Q1 		$5.52M Buy
32,061
+1,225
+4% +$196K 0.65% 45
2020
Q4 		$4.91M Buy
30,836
+3,287
+12% +$533K 0.6% 46
2020
Q3 		$4.59M Buy
27,549
+1,307
+5% +$216K 0.63% 37
2020
Q2 		$4.39M Sell
26,242
-4,009
-13% -$646K 0.66% 31
2020
Q1 		$4.37M Sell
30,251
-4,300
-12% -$641K 0.78% 19
2019
Q4 		$4.91M Buy
34,551
+2,943
+9% +$401K 0.67% 41
2019
Q3 		$4.39M Buy
31,608
+2,137
+7% +$296K 0.67% 35
2019
Q2 		$3.84M Buy
29,471
+3,423
+13% +$440K 0.54% 48
2019
Q1 		$3.33M Buy
26,048
+1,539
+6% +$181K 0.6% 41
2018
Q4 		$2.66M Buy
+24,509
New +$2.69M 0.47% 46

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Executive Wealth Management's CCI Position: Q4 2023 in Review

Executive Wealth Management sold out of Crown Castle (CCI) in Q4 2023, closing a stake of 42,348 shares — an estimated $3.9M sold.

Executive Wealth Management first reported a position in CCI in Q4 2018 and held it in 20 quarters. The position peaked at $8.89M in Q1 2022. 1,239 funds tracked by Wall St. Rank hold CCI as of Q4 2023.

  • Executive Wealth Management reported no remaining Crown Castle position as of Q4 2023 after selling out during the quarter.
  • Executive Wealth Management sold 42,348 Crown Castle shares in Q4 2023, an estimated $3.9M.
  • Executive Wealth Management first reported a position in Crown Castle in Q4 2018 and held it in 20 quarters.
  • Executive Wealth Management's Crown Castle position peaked at $8.89M in Q1 2022.
  • 1,239 funds tracked by Wall St. Rank held Crown Castle as of Q4 2023.

Based on Executive Wealth Management's 13F filing for Q4 2023, filed 26 Jan 2024.