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Laidlaw Wealth Management’s Crown Castle CCI Stock Holding History

Laidlaw 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
Q1 		– Sell
-2,462
Closed -$284K – 186
2023
Q4 		$284K Sell
2,462
-112
-4% -$11.5K 0.1% 190
2023
Q3 		$237K Sell
2,574
-305
-11% -$31.6K 0.08% 232
2023
Q2 		$328K Sell
2,879
-608
-17% -$72.4K 0.06% 253
2023
Q1 		$467K Sell
3,487
-19
-0.5% -$2.63K 0.1% 209
2022
Q4 		$476K Sell
3,506
-60
-2% -$8.11K 0.1% 200
2022
Q3 		$516K Sell
3,566
-299
-8% -$51.2K 0.12% 174
2022
Q2 		$651K Buy
3,865
+121
+3% +$22K 0.13% 170
2022
Q1 		$691K Buy
3,744
+119
+3% +$21.2K 0.12% 181
2021
Q4 		$757K Buy
3,625
+241
+7% +$44.5K 0.12% 168
2021
Q3 		$586K Buy
3,384
+185
+6% +$35.8K 0.15% 138
2021
Q2 		$624K Buy
3,199
+82
+3% +$15.4K 0.16% 128
2021
Q1 		$537K Buy
3,117
+220
+8% +$35.2K 0.18% 119
2020
Q4 		$461K Buy
2,897
+456
+19% +$74K 0.1% 202
2020
Q3 		$406K Buy
2,441
+400
+20% +$66K 0.18% 125
2020
Q2 		$342K Buy
2,041
+270
+15% +$43.5K 0.18% 120
2020
Q1 		$256K Buy
1,771
+22
+1% +$3.28K 0.17% 124
2019
Q4 		$249K Buy
+1,749
New +$239K 0.16% 142

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Laidlaw Wealth Management's CCI Position: Q1 2024 in Review

Laidlaw Wealth Management sold out of Crown Castle (CCI) in Q1 2024, closing a stake of 2,462 shares — an estimated $284K sold.

Laidlaw Wealth Management first reported a position in CCI in Q4 2019 and held it in 17 quarters. The position peaked at $757K in Q4 2021. 1,201 funds tracked by Wall St. Rank hold CCI as of Q1 2024.

  • Laidlaw Wealth Management reported no remaining Crown Castle position as of Q1 2024 after selling out during the quarter.
  • Laidlaw Wealth Management sold 2,462 Crown Castle shares in Q1 2024, an estimated $284K.
  • Laidlaw Wealth Management first reported a position in Crown Castle in Q4 2019 and held it in 17 quarters.
  • Laidlaw Wealth Management's Crown Castle position peaked at $757K in Q4 2021.
  • 1,201 funds tracked by Wall St. Rank held Crown Castle as of Q1 2024.

Based on Laidlaw Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.