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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Lineweaver Wealth Advisors's CCI Position: Q2 2022 in Review

Lineweaver Wealth Advisors sold out of Crown Castle (CCI) in Q2 2022, closing a stake of 7,042 shares — an estimated $1.3M sold.

Lineweaver Wealth Advisors first reported a position in CCI in Q4 2019 and held it in 10 quarters. The position peaked at $1.4M in Q4 2021. 1,350 funds tracked by Wall St. Rank hold CCI as of Q2 2022.

Lineweaver Wealth Advisors reported no remaining Crown Castle position as of Q2 2022 after selling out during the quarter.
Lineweaver Wealth Advisors sold 7,042 Crown Castle shares in Q2 2022, an estimated $1.3M.
Lineweaver Wealth Advisors first reported a position in Crown Castle in Q4 2019 and held it in 10 quarters.
Lineweaver Wealth Advisors's Crown Castle position peaked at $1.4M in Q4 2021.
1,350 funds tracked by Wall St. Rank held Crown Castle as of Q2 2022.

Based on Lineweaver Wealth Advisors's 13F filing for Q2 2022, filed 26 Jul 2022.