Foresight Wealth Management’s Crown Castle CCI Stock Holding History

Foresight 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 Q4	–	Sell	-6,108	Closed	-$883K	–	30
2022 Q3	$883K	Buy	6,108 +353	+6%	+$60.4K	0.2%	44
2022 Q2	$969K	Buy	5,755 +429	+8%	+$78.1K	0.2%	44
2022 Q1	$983K	Buy	5,326 +1,192	+29%	+$212K	0.18%	46
2021 Q4	$863K	Buy	4,134 +128	+3%	+$23.6K	0.01%	54
2021 Q3	$694K	Sell	4,006 -118	-3%	-$22.8K	0.14%	55
2021 Q2	$805K	Buy	4,124 +588	+17%	+$110K	0.18%	55
2021 Q1	$609K	Buy	3,536 +1,304	+58%	+$209K	0.15%	63
2020 Q4	$355K	Buy	+2,232	New	+$362K	0.09%	85

Other funds holding CCI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Foresight Wealth Management's CCI Position: Q4 2022 in Review

Foresight Wealth Management sold out of Crown Castle (CCI) in Q4 2022, closing a stake of 6,108 shares — an estimated $883K sold.

Foresight Wealth Management first reported a position in CCI in Q4 2020 and held it in 8 quarters. The position peaked at $983K in Q1 2022. 1,325 funds tracked by Wall St. Rank hold CCI as of Q4 2022.

Foresight Wealth Management reported no remaining Crown Castle position as of Q4 2022 after selling out during the quarter.
Foresight Wealth Management sold 6,108 Crown Castle shares in Q4 2022, an estimated $883K.
Foresight Wealth Management first reported a position in Crown Castle in Q4 2020 and held it in 8 quarters.
Foresight Wealth Management's Crown Castle position peaked at $983K in Q1 2022.
1,325 funds tracked by Wall St. Rank held Crown Castle as of Q4 2022.

Based on Foresight Wealth Management's 13F filing for Q4 2022, filed 13 Feb 2023.