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Loveless Wealth Management’s Crown Castle CCI Stock Holding History

Loveless 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
2022
Q2 		$708K Hold
4,207
– – 0.46% 70
2022
Q1 		$777K Buy
4,207
+70
+2% +$12.5K 0.44% 70
2021
Q4 		$864K Buy
4,137
+215
+5% +$39.7K 0.47% 67
2021
Q3 		$680K Buy
3,922
+315
+9% +$60.9K 0.41% 76
2021
Q2 		$704K Buy
3,607
+337
+10% +$63.1K 0.43% 74
2021
Q1 		$563K Buy
3,270
+20
+0.6% +$3.2K 0.37% 81
2020
Q4 		$517K Buy
3,250
+590
+22% +$95.7K 0.38% 77
2020
Q3 		$443K Buy
2,660
+375
+16% +$61.9K 0.37% 78
2020
Q2 		$382K Buy
2,285
+390
+21% +$62.8K 0.36% 77
2020
Q1 		$274K Hold
1,895
– – 0.32% 78
2019
Q4 		$270K Buy
+1,895
New +$259K 0.23% 99

Other funds holding CCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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

Loveless Wealth Management's CCI Position: Q2 2022 in Review

Loveless Wealth Management held its Crown Castle (CCI) position steady in Q2 2022 at 4,207 shares worth $708K. The position accounts for 0.46% of the portfolio, ranked #70.

Loveless Wealth Management first reported a position in CCI in Q4 2019 and has held it in 11 quarters since. The position peaked at $864K in Q4 2021. 1,349 funds tracked by Wall St. Rank hold CCI as of Q2 2022.

  • Loveless Wealth Management held 4,207 shares of Crown Castle worth $708K as of Q2 2022.
  • Loveless Wealth Management left its Crown Castle share count unchanged in Q2 2022.
  • Crown Castle made up 0.46% of Loveless Wealth Management's portfolio in Q2 2022, its #70 holding.
  • Loveless Wealth Management first reported a position in Crown Castle in Q4 2019 and has held it in 11 quarters since.
  • Loveless Wealth Management's Crown Castle position peaked at $864K in Q4 2021.
  • 1,349 funds tracked by Wall St. Rank held Crown Castle as of Q2 2022.

Based on Loveless Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.