Lenox Wealth Advisors’s Crown Castle CCI Stock Holding History

Lenox Wealth Advisors’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 Q1	$64K	Sell	322 -16	-5%	-$2.85K	0.01%	222
2021 Q4	$71K	Buy	338 +11	+3%	+$2.03K	0.01%	213
2021 Q3	$57K	Hold	327	–	–	0.01%	220
2021 Q2	$64K	Sell	327 -28	-8%	-$5.24K	0.01%	204
2021 Q1	$61K	Buy	355 +2	+0.6%	+$320	0.01%	165
2020 Q4	$56K	Buy	353 +56	+19%	+$9.08K	0.01%	175
2020 Q3	$49K	Hold	297	–	–	0.01%	165
2020 Q2	$50K	Hold	297	–	–	0.01%	161
2020 Q1	$43K	Sell	297 -2	-0.7%	-$298	0.01%	151
2019 Q4	$43K	Buy	299 +66	+28%	+$9K	0.01%	196
2019 Q3	$32K	Buy	+233	New	+$32.2K	0.01%	209

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

Lenox Wealth Advisors's CCI Position: Q1 2022 in Review

Lenox Wealth Advisors reduced its Crown Castle (CCI) stake by 4.7% in Q1 2022, selling an estimated $2.85K and leaving 322 shares worth $64K. The position accounts for 0.01% of the portfolio, ranked #222.

Lenox Wealth Advisors first reported a position in CCI in Q3 2019 and has held it in 11 quarters since. The position peaked at $71K in Q4 2021. 1,345 funds tracked by Wall St. Rank hold CCI as of Q1 2022.

Lenox Wealth Advisors held 322 shares of Crown Castle worth $64K as of Q1 2022.
Lenox Wealth Advisors sold 16 Crown Castle shares in Q1 2022, an estimated $2.85K.
Crown Castle made up 0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #222 holding.
Lenox Wealth Advisors first reported a position in Crown Castle in Q3 2019 and has held it in 11 quarters since.
Lenox Wealth Advisors's Crown Castle position peaked at $71K in Q4 2021.
1,345 funds tracked by Wall St. Rank held Crown Castle as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.