LAS
CCI icon

LWM Advisory Services’s Crown Castle CCI Stock Holding History

LWM Advisory Services’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
Q4 		– Sell
-2,980
Closed -$429K – 89
2022
Q3 		$429K Buy
2,980
+332
+13% +$56.8K 0.49% 60
2022
Q2 		$447K Buy
2,648
+417
+19% +$75.9K 0.54% 57
2022
Q1 		$414K Buy
2,231
+458
+26% +$81.5K 0.51% 57
2021
Q4 		$370K Buy
+1,773
New +$327K 0.46% 66

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LWM Advisory Services's CCI Position: Q4 2022 in Review

LWM Advisory Services sold out of Crown Castle (CCI) in Q4 2022, closing a stake of 2,980 shares — an estimated $429K sold.

LWM Advisory Services first reported a position in CCI in Q4 2021 and held it in 4 quarters. The position peaked at $447K in Q2 2022. 1,325 funds tracked by Wall St. Rank hold CCI as of Q4 2022.

  • LWM Advisory Services reported no remaining Crown Castle position as of Q4 2022 after selling out during the quarter.
  • LWM Advisory Services sold 2,980 Crown Castle shares in Q4 2022, an estimated $429K.
  • LWM Advisory Services first reported a position in Crown Castle in Q4 2021 and held it in 4 quarters.
  • LWM Advisory Services's Crown Castle position peaked at $447K in Q2 2022.
  • 1,325 funds tracked by Wall St. Rank held Crown Castle as of Q4 2022.

Based on LWM Advisory Services's 13F filing for Q4 2022, filed 7 Feb 2023.