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Laurel Wealth Advisors (California)’s Crown Castle CCI Stock Holding History

Laurel Wealth Advisors (California)’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
2022
Q4 		$311K Buy
2,296
+23
+1% +$3.11K 0.03% 498
2022
Q3 		$328K Sell
2,273
-47
-2% -$8.04K 0.04% 459
2022
Q2 		$391K Sell
2,320
-72
-3% -$13.1K 0.04% 417
2022
Q1 		$441K Sell
2,392
-273
-10% -$48.6K 0.04% 446
2021
Q4 		$557K Buy
2,665
+1,442
+118% +$266K 0.04% 414
2021
Q3 		$212K Sell
1,223
-170
-12% -$32.9K 0.04% 425
2021
Q2 		$272K Sell
1,393
-7,003
-83% -$1.31M 0.04% 422
2021
Q1 		$1.45M Buy
8,396
+843
+11% +$135K 0.22% 105
2020
Q4 		$1.2M Buy
7,553
+1,595
+27% +$259K 0.18% 131
2020
Q3 		$992K Buy
5,958
+4,616
+344% +$762K 0.16% 136
2020
Q2 		$224K Sell
1,342
-158
-11% -$25.4K 0.04% 353
2020
Q1 		$217K Sell
1,500
-10,436
-87% -$1.56M 0.05% 338
2019
Q4 		$1.7M Buy
11,936
+819
+7% +$112K 0.28% 95
2019
Q3 		$1.54M Sell
11,117
-2,097
-16% -$290K 0.26% 95
2019
Q2 		$1.72M Sell
13,214
-1,455
-10% -$187K 0.38% 65
2019
Q1 		$1.88M Buy
14,669
+955
+7% +$112K 0.46% 51
2018
Q4 		$1.49M Buy
13,714
+1,714
+14% +$188K 0.44% 62
2018
Q3 		$1.33M Buy
12,000
+2,179
+22% +$243K 0.33% 85
2018
Q2 		$1.06M Buy
9,821
+5,329
+119% +$554K 0.28% 97
2018
Q1 		$492K Buy
+4,492
New +$488K 0.15% 162

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Laurel Wealth Advisors (California)'s CCI Position: Q4 2022 in Review

Laurel Wealth Advisors (California) increased its Crown Castle (CCI) stake by 1% in Q4 2022, buying an estimated $3.11K and bringing the position to 2,296 shares worth $311K. The position accounts for 0.03% of the portfolio, ranked #498.

Laurel Wealth Advisors (California) first reported a position in CCI in Q1 2018 and has held it in 20 quarters since. The position peaked at $1.88M in Q1 2019. 1,326 funds tracked by Wall St. Rank hold CCI as of Q4 2022.

  • Laurel Wealth Advisors (California) held 2,296 shares of Crown Castle worth $311K as of Q4 2022.
  • Laurel Wealth Advisors (California) bought 23 Crown Castle shares in Q4 2022, an estimated $3.11K.
  • Crown Castle made up 0.03% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #498 holding.
  • Laurel Wealth Advisors (California) first reported a position in Crown Castle in Q1 2018 and has held it in 20 quarters since.
  • Laurel Wealth Advisors (California)'s Crown Castle position peaked at $1.88M in Q1 2019.
  • 1,326 funds tracked by Wall St. Rank held Crown Castle as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.