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Johnson & White Wealth Management’s Crown Castle CCI Stock Holding History

Johnson & White 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
2023
Q1 		– Sell
-1,584
Closed -$250K – 86
2022
Q4 		$250K Buy
+1,584
New +$214K 0.25% 68

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Johnson & White Wealth Management's CCI Position: Q1 2023 in Review

Johnson & White Wealth Management sold out of Crown Castle (CCI) in Q1 2023, closing a stake of 1,584 shares — an estimated $250K sold.

Johnson & White Wealth Management first reported a position in CCI in Q4 2022 and held it in 1 quarter. The position peaked at $250K in Q4 2022. 1,288 funds tracked by Wall St. Rank hold CCI as of Q1 2023.

  • Johnson & White Wealth Management reported no remaining Crown Castle position as of Q1 2023 after selling out during the quarter.
  • Johnson & White Wealth Management sold 1,584 Crown Castle shares in Q1 2023, an estimated $250K.
  • Johnson & White Wealth Management first reported a position in Crown Castle in Q4 2022 and held it in 1 quarter.
  • Johnson & White Wealth Management's Crown Castle position peaked at $250K in Q4 2022.
  • 1,288 funds tracked by Wall St. Rank held Crown Castle as of Q1 2023.

Based on Johnson & White Wealth Management's 13F filing for Q1 2023, filed 17 Apr 2023.