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LVW Advisors’s Crown Castle CCI Stock Holding History

LVW 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
2023
Q2 		– Sell
-2,504
Closed -$335K – 206
2023
Q1 		$335K Sell
2,504
-1,325
-35% -$183K 0.07% 175
2022
Q4 		$519K Sell
3,829
-271
-7% -$36.6K 0.11% 144
2022
Q3 		$593K Sell
4,100
-279
-6% -$47.7K 0.13% 114
2022
Q2 		$737K Sell
4,379
-72
-2% -$13.1K 0.15% 101
2022
Q1 		$822K Sell
4,451
-143
-3% -$25.5K 0.14% 105
2021
Q4 		$959K Buy
4,594
+861
+23% +$159K 0.16% 96
2021
Q3 		$647K Buy
3,733
+70
+2% +$13.5K 0.11% 130
2021
Q2 		$715K Buy
3,663
+204
+6% +$38.2K 0.13% 116
2021
Q1 		$595K Buy
3,459
+1,274
+58% +$204K 0.11% 129
2020
Q4 		$348K Buy
2,185
+689
+46% +$112K 0.07% 154
2020
Q3 		$249K Buy
+1,496
New +$247K 0.06% 168
2019
Q2 		– Sell
-4,001
Closed -$512K – 165
2019
Q1 		$512K Buy
4,001
+1,294
+48% +$152K 0.14% 106
2018
Q4 		$294K Sell
2,707
-6,909
-72% -$759K 0.1% 124
2018
Q3 		$1.07M Buy
9,616
+50
+0.5% +$5.57K 0.3% 61
2018
Q2 		$1.03M Sell
9,566
-514
-5% -$53.4K 0.33% 59
2018
Q1 		$1.1M Buy
10,080
+103
+1% +$11.2K 0.34% 58
2017
Q4 		$1.11M Buy
9,977
+2,768
+38% +$299K 0.32% 56
2017
Q3 		$721K Buy
+7,209
New +$737K 0.29% 64

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
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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return