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Guardian Wealth Advisors (North Carolina)’s Crown Castle CCI Stock Holding History

Guardian Wealth Advisors (North Carolina)’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
-1,456
Closed -$210K – 384
2022
Q3 		$210K Sell
1,456
-163
-10% -$27.9K 0.04% 177
2022
Q2 		$273K Buy
1,619
+121
+8% +$22K 0.05% 155
2022
Q1 		$276K Buy
+1,498
New +$267K 0.12% 128

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s CCI Position: Q4 2022 in Review

Guardian Wealth Advisors (North Carolina) sold out of Crown Castle (CCI) in Q4 2022, closing a stake of 1,456 shares — an estimated $210K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in CCI in Q1 2022 and held it in 3 quarters. The position peaked at $276K in Q1 2022. 1,325 funds tracked by Wall St. Rank hold CCI as of Q4 2022.

  • Guardian Wealth Advisors (North Carolina) reported no remaining Crown Castle position as of Q4 2022 after selling out during the quarter.
  • Guardian Wealth Advisors (North Carolina) sold 1,456 Crown Castle shares in Q4 2022, an estimated $210K.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Crown Castle in Q1 2022 and held it in 3 quarters.
  • Guardian Wealth Advisors (North Carolina)'s Crown Castle position peaked at $276K in Q1 2022.
  • 1,325 funds tracked by Wall St. Rank held Crown Castle as of Q4 2022.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q4 2022, filed 14 Feb 2023.