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Liberty Wealth Management’s Crown Castle CCI Stock Holding History

Liberty 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
2021
Q4 		– Sell
-1,193
Closed -$203K – 305
2021
Q3 		$203K Buy
1,193
+592
+99% +$114K 0.07% 161
2021
Q2 		$141K Buy
601
+48
+9% +$8.99K 0.05% 170
2021
Q1 		$90K Hold
553
– – 0.04% 192
2020
Q4 		$90K Buy
553
+238
+76% +$38.6K 0.04% 190
2020
Q3 		$52K Sell
315
-120
-28% -$19.8K 0.03% 224
2020
Q2 		$73K Sell
435
-138
-24% -$22.2K 0.05% 177
2020
Q1 		$83K Sell
573
-26
-4% -$3.88K 0.07% 160
2019
Q4 		$85K Buy
599
+2
+0.3% +$273 0.07% 178
2019
Q3 		$83K Sell
597
-10
-2% -$1.38K 0.08% 163
2019
Q2 		$79K Sell
607
-124
-17% -$15.9K 0.07% 191
2019
Q1 		$93K Sell
731
-63
-8% -$7.39K 0.07% 145
2018
Q4 		$86K Buy
+794
New +$87.2K 0.06% 142

Other funds holding CCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return