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LWAC
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
Shares
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
0.29%
95
2019
Q3
$1.54M
Sell
11,117
-2,097
-16%
-$290K
0.27%
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
0.47%
51
2018
Q4
$1.49M
Buy
13,714
+1,714
+14%
+$188K
0.45%
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
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$427B AUM
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1-Year Est. Return
AWA
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$1.33B AUM
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1-Year Est. Return
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$1.37T AUM
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1-Year Est. Return
Morgan Stanley
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$1.66T AUM
25.57%
1-Year Est. Return
Capital World Investors
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$733B AUM
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1-Year Est. Return
Capital Research Global Investors
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$645B AUM
30.41%
1-Year Est. Return
Geode Capital Management
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$1.61T AUM
30.72%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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