Highland Private Wealth Management’s Crown Castle CCI Stock Holding History

Highland Private 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	-1,222	Closed	-$205K	–	186
2022 Q2	$205K	Buy	+1,222	New	+$222K	0.03%	178
2022 Q1	–	Sell	-1,141	Closed	-$238K	–	191
2021 Q4	$238K	Buy	+1,141	New	+$211K	0.03%	163
2021 Q3	–	Sell	-1,060	Closed	-$207K	–	177
2021 Q2	$207K	Buy	+1,060	New	+$198K	0.03%	166

Other funds holding CCI

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Highland Private Wealth Management's CCI Position: Q3 2022 in Review

Highland Private Wealth Management sold out of Crown Castle (CCI) in Q3 2022, closing a stake of 1,222 shares — an estimated $205K sold.

Highland Private Wealth Management first reported a position in CCI in Q2 2021 and held it in 3 quarters. The position peaked at $238K in Q4 2021. 1,294 funds tracked by Wall St. Rank hold CCI as of Q3 2022.

Highland Private Wealth Management reported no remaining Crown Castle position as of Q3 2022 after selling out during the quarter.
Highland Private Wealth Management sold 1,222 Crown Castle shares in Q3 2022, an estimated $205K.
Highland Private Wealth Management first reported a position in Crown Castle in Q2 2021 and held it in 3 quarters.
Highland Private Wealth Management's Crown Castle position peaked at $238K in Q4 2021.
1,294 funds tracked by Wall St. Rank held Crown Castle as of Q3 2022.

Based on Highland Private Wealth Management's 13F filing for Q3 2022, filed 17 Oct 2022.