LJI Wealth Management’s Crown Castle CCI Stock Holding History

LJI 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
2023 Q3	–	Sell	-10,328	Closed	-$134K	–	166
2023 Q2	$134K	Buy	+10,328	New	+$1.23M	0.04%	156

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

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

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

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

LJI Wealth Management's CCI Position: Q3 2023 in Review

LJI Wealth Management sold out of Crown Castle (CCI) in Q3 2023, closing a stake of 10,328 shares — an estimated $134K sold.

LJI Wealth Management first reported a position in CCI in Q2 2023 and held it in 1 quarter. The position peaked at $134K in Q2 2023. 1,155 funds tracked by Wall St. Rank hold CCI as of Q3 2023.

LJI Wealth Management reported no remaining Crown Castle position as of Q3 2023 after selling out during the quarter.
LJI Wealth Management sold 10,328 Crown Castle shares in Q3 2023, an estimated $134K.
LJI Wealth Management first reported a position in Crown Castle in Q2 2023 and held it in 1 quarter.
LJI Wealth Management's Crown Castle position peaked at $134K in Q2 2023.
1,155 funds tracked by Wall St. Rank held Crown Castle as of Q3 2023.

Based on LJI Wealth Management's 13F filing for Q3 2023, filed 2 Feb 2024.