Lake Street Private Wealth’s Crown Castle CCI Stock Holding History

Lake Street 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
2023 Q2	–	Sell	-1,670	Closed	-$224K	–	292
2023 Q1	$224K	Hold	1,670	–	–	0.04%	254
2022 Q4	$227K	Sell	1,670 -47	-3%	-$6.36K	0.05%	249
2022 Q3	$248K	Buy	1,717 +59	+4%	+$10.1K	0.06%	235
2022 Q2	$279K	Buy	+1,658	New	+$302K	0.06%	236
2021 Q2	–	Sell	-1,201	Closed	-$207K	–	213
2021 Q1	$207K	Sell	1,201 -357	-23%	-$57.2K	0.06%	197
2020 Q4	$248K	Sell	1,558 -32	-2%	-$5.19K	0.07%	175
2020 Q3	$265K	Sell	1,590 -140	-8%	-$23.1K	0.09%	144
2020 Q2	$289K	Sell	1,730 -93	-5%	-$15K	0.11%	130
2020 Q1	$263K	Buy	+1,823	New	+$272K	0.12%	126

Other funds holding CCI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lake Street Private Wealth's CCI Position: Q2 2023 in Review

Lake Street Private Wealth sold out of Crown Castle (CCI) in Q2 2023, closing a stake of 1,670 shares — an estimated $224K sold.

Lake Street Private Wealth first reported a position in CCI in Q1 2020 and held it in 9 quarters. The position peaked at $289K in Q2 2020. 1,235 funds tracked by Wall St. Rank hold CCI as of Q2 2023.

Lake Street Private Wealth reported no remaining Crown Castle position as of Q2 2023 after selling out during the quarter.
Lake Street Private Wealth sold 1,670 Crown Castle shares in Q2 2023, an estimated $224K.
Lake Street Private Wealth first reported a position in Crown Castle in Q1 2020 and held it in 9 quarters.
Lake Street Private Wealth's Crown Castle position peaked at $289K in Q2 2020.
1,235 funds tracked by Wall St. Rank held Crown Castle as of Q2 2023.

Based on Lake Street Private Wealth's 13F filing for Q2 2023, filed 18 Jul 2023.