LWA
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Lineweaver Wealth Advisors’s Crown Castle CCI Stock Holding History

Lineweaver 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
Q2 		– Sell
-7,042
Closed -$1.3M – 130
2022
Q1 		$1.3M Buy
7,042
+349
+5% +$62.1K 0.37% 52
2021
Q4 		$1.4M Buy
6,693
+423
+7% +$78.1K 0.4% 45
2021
Q3 		$1.09M Buy
6,270
+317
+5% +$61.3K 0.33% 49
2021
Q2 		$1.16M Buy
5,953
+701
+13% +$131K 0.38% 45
2021
Q1 		$904K Buy
5,252
+1,187
+29% +$190K 0.32% 46
2020
Q4 		$647K Buy
4,065
+643
+19% +$104K 0.25% 46
2020
Q3 		$569K Buy
3,422
+411
+14% +$67.8K 0.25% 46
2020
Q2 		$503K Buy
3,011
+123
+4% +$19.8K 0.26% 42
2020
Q1 		$417K Buy
2,888
+252
+10% +$37.6K 0.26% 42
2019
Q4 		$374K Buy
+2,636
New +$360K 0.21% 43

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return