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Insight Wealth Strategies’s Crown Castle CCI Stock Holding History

Insight Wealth Strategies’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
2021
Q2 		– Sell
-2,702
Closed -$465K – 193
2021
Q1 		$465K Buy
2,702
+29
+1% +$4.65K 0.06% 147
2020
Q4 		$425K Sell
2,673
-326
-11% -$52.9K 0.07% 124
2020
Q3 		$499K Sell
2,999
-393
-12% -$64.9K 0.09% 100
2020
Q2 		$568K Sell
3,392
-140
-4% -$22.5K 0.13% 77
2020
Q1 		$510K Buy
3,532
+199
+6% +$29.7K 0.14% 74
2019
Q4 		$474K Buy
3,333
+1,375
+70% +$188K 0.1% 129
2019
Q3 		$272K Buy
+1,958
New +$271K 0.06% 164

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Insight Wealth Strategies's CCI Position: Q2 2021 in Review

Insight Wealth Strategies sold out of Crown Castle (CCI) in Q2 2021, closing a stake of 2,702 shares — an estimated $465K sold.

Insight Wealth Strategies first reported a position in CCI in Q3 2019 and held it in 7 quarters. The position peaked at $568K in Q2 2020. 1,261 funds tracked by Wall St. Rank hold CCI as of Q2 2021.

  • Insight Wealth Strategies reported no remaining Crown Castle position as of Q2 2021 after selling out during the quarter.
  • Insight Wealth Strategies sold 2,702 Crown Castle shares in Q2 2021, an estimated $465K.
  • Insight Wealth Strategies first reported a position in Crown Castle in Q3 2019 and held it in 7 quarters.
  • Insight Wealth Strategies's Crown Castle position peaked at $568K in Q2 2020.
  • 1,261 funds tracked by Wall St. Rank held Crown Castle as of Q2 2021.

Based on Insight Wealth Strategies's 13F filing for Q2 2021, filed 12 Aug 2021.