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Janiczek Wealth Management’s Crown Castle CCI Stock Holding History

Janiczek 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
2024
Q2 		$46.7K Sell
478
-81
-14% -$7.98K 0.01% 410
2024
Q1 		$59.2K Sell
559
-290
-34% -$31.5K 0.01% 380
2023
Q4 		$97.8K Buy
849
+554
+188% +$56.7K 0.02% 268
2023
Q3 		$27.1K Buy
295
+29
+11% +$3K 0.01% 475
2023
Q2 		$30.3K Hold
266
– – 0.01% 393
2023
Q1 		$34.4K Sell
266
-31
-10% -$4.29K 0.01% 360
2022
Q4 		$44.9K Hold
297
– – 0.01% 335
2022
Q3 		$39K Buy
297
+31
+12% +$5.3K 0.01% 341
2022
Q2 		$48K Buy
266
+264
+13,200% +$48K 0.01% 313
2022
Q1 		$0 Sell
2
-30
-94% -$5.34K ﹤0.01% 956
2021
Q4 		$7K Buy
32
+30
+1,500% +$5.54K ﹤0.01% 635
2021
Q3 		$0 Buy
+2
New +$387 ﹤0.01% 966
2020
Q3 		– Sell
-23
Closed -$4K – 653
2020
Q2 		$4K Buy
+23
New +$3.7K ﹤0.01% 194

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Janiczek Wealth Management's CCI Position: Q2 2024 in Review

Janiczek Wealth Management reduced its Crown Castle (CCI) stake by 14% in Q2 2024, selling an estimated $7.98K and leaving 478 shares worth $46.7K. The position accounts for 0.01% of the portfolio, ranked #410.

Janiczek Wealth Management first reported a position in CCI in Q2 2020 and has held it in 13 quarters since. The position peaked at $97.8K in Q4 2023. 1,126 funds tracked by Wall St. Rank hold CCI as of Q2 2024.

  • Janiczek Wealth Management held 478 shares of Crown Castle worth $46.7K as of Q2 2024.
  • Janiczek Wealth Management sold 81 Crown Castle shares in Q2 2024, an estimated $7.98K.
  • Crown Castle made up 0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #410 holding.
  • Janiczek Wealth Management first reported a position in Crown Castle in Q2 2020 and has held it in 13 quarters since.
  • Janiczek Wealth Management's Crown Castle position peaked at $97.8K in Q4 2023.
  • 1,126 funds tracked by Wall St. Rank held Crown Castle as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.