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Kore Private Wealth’s Crown Castle CCI Stock Holding History

Kore Private Wealth’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
Q4 		– Sell
-1,979
Closed -$343K – 332
2021
Q3 		$343K Buy
+1,979
New +$383K 0.04% 300
2020
Q3 		– Sell
-787
Closed -$131K – 399
2020
Q2 		$131K Buy
787
+87
+12% +$14K 0.03% 293
2020
Q1 		$101K Sell
700
-20
-3% -$2.98K 0.02% 311
2019
Q4 		$102K Buy
+720
New +$98.2K 0.02% 369
2019
Q2 		– Sell
-873
Closed -$112K – 317
2019
Q1 		$112K Buy
873
+797
+1,049% +$93.5K 0.03% 270
2018
Q4 		$8K Buy
+76
New +$8.35K ﹤0.01% 590

Other funds holding CCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Kore Private Wealth's CCI Position: Q4 2021 in Review

Kore Private Wealth sold out of Crown Castle (CCI) in Q4 2021, closing a stake of 1,979 shares — an estimated $343K sold.

Kore Private Wealth first reported a position in CCI in Q4 2018 and held it in 6 quarters. The position peaked at $343K in Q3 2021. 1,373 funds tracked by Wall St. Rank hold CCI as of Q4 2021.

  • Kore Private Wealth reported no remaining Crown Castle position as of Q4 2021 after selling out during the quarter.
  • Kore Private Wealth sold 1,979 Crown Castle shares in Q4 2021, an estimated $343K.
  • Kore Private Wealth first reported a position in Crown Castle in Q4 2018 and held it in 6 quarters.
  • Kore Private Wealth's Crown Castle position peaked at $343K in Q3 2021.
  • 1,373 funds tracked by Wall St. Rank held Crown Castle as of Q4 2021.

Based on Kore Private Wealth's 13F filing for Q4 2021, filed 11 Feb 2022.