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Gitterman Wealth Management’s Crown Castle CCI Stock Holding History

Gitterman 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
Q3 		– Sell
-1,151
Closed -$201K – 74
2022
Q2 		$201K Sell
1,151
-78
-6% -$14.2K 0.19% 64
2022
Q1 		$231K Sell
1,229
-582
-32% -$104K 0.19% 74
2021
Q4 		$378K Buy
+1,811
New +$334K 0.28% 43
2021
Q3 		– Sell
-1,043
Closed -$204K – 80
2021
Q2 		$204K Sell
1,043
-220
-17% -$41.2K 0.17% 66
2021
Q1 		$217K Buy
+1,263
New +$202K 0.14% 57

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Gitterman Wealth Management's CCI Position: Q3 2022 in Review

Gitterman Wealth Management sold out of Crown Castle (CCI) in Q3 2022, closing a stake of 1,151 shares — an estimated $201K sold.

Gitterman Wealth Management first reported a position in CCI in Q1 2021 and held it in 5 quarters. The position peaked at $378K in Q4 2021. 1,293 funds tracked by Wall St. Rank hold CCI as of Q3 2022.

  • Gitterman Wealth Management reported no remaining Crown Castle position as of Q3 2022 after selling out during the quarter.
  • Gitterman Wealth Management sold 1,151 Crown Castle shares in Q3 2022, an estimated $201K.
  • Gitterman Wealth Management first reported a position in Crown Castle in Q1 2021 and held it in 5 quarters.
  • Gitterman Wealth Management's Crown Castle position peaked at $378K in Q4 2021.
  • 1,293 funds tracked by Wall St. Rank held Crown Castle as of Q3 2022.

Based on Gitterman Wealth Management's 13F filing for Q3 2022, filed 27 Oct 2022.