Intercontinental Wealth Advisors’s Crown Castle CCI Stock Holding History

Intercontinental Wealth Advisors’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
2023 Q2	–	Sell	-1,504	Closed	-$201K	–	305
2023 Q1	$201K	Buy	+1,504	New	+$208K	0.05%	300
2022 Q3	–	Sell	-1,437	Closed	-$242K	–	268
2022 Q2	$242K	Buy	+1,437	New	+$261K	0.07%	254
2022 Q1	–	Sell	-1,075	Closed	-$224K	–	283
2021 Q4	$224K	Buy	+1,075	New	+$199K	0.05%	275
2021 Q3	–	Sell	-1,075	Closed	-$210K	–	286
2021 Q2	$210K	Buy	+1,075	New	+$201K	0.04%	273

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

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

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

Cohen & Steers New York $63.2B AUM 17.15% 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

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

Intercontinental Wealth Advisors's CCI Position: Q2 2023 in Review

Intercontinental Wealth Advisors sold out of Crown Castle (CCI) in Q2 2023, closing a stake of 1,504 shares — an estimated $201K sold.

Intercontinental Wealth Advisors first reported a position in CCI in Q2 2021 and held it in 4 quarters. The position peaked at $242K in Q2 2022. 1,237 funds tracked by Wall St. Rank hold CCI as of Q2 2023.

Intercontinental Wealth Advisors reported no remaining Crown Castle position as of Q2 2023 after selling out during the quarter.
Intercontinental Wealth Advisors sold 1,504 Crown Castle shares in Q2 2023, an estimated $201K.
Intercontinental Wealth Advisors first reported a position in Crown Castle in Q2 2021 and held it in 4 quarters.
Intercontinental Wealth Advisors's Crown Castle position peaked at $242K in Q2 2022.
1,237 funds tracked by Wall St. Rank held Crown Castle as of Q2 2023.

Based on Intercontinental Wealth Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.