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MBM Wealth Consultants’s Crown Castle CCI Stock Holding History

MBM Wealth Consultants’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
-500
Closed -$67K – 128
2023
Q1 		$67K Hold
500
– – 0.03% 146
2022
Q4 		$69K Hold
500
– – 0.03% 147
2022
Q3 		$74K Hold
500
– – 0.04% 135
2022
Q2 		$84K Hold
500
– – 0.04% 119
2022
Q1 		$92K Buy
+500
New +$89K 0.04% 133

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
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

MBM Wealth Consultants's CCI Position: Q2 2023 in Review

MBM Wealth Consultants sold out of Crown Castle (CCI) in Q2 2023, closing a stake of 500 shares — an estimated $67K sold.

MBM Wealth Consultants first reported a position in CCI in Q1 2022 and held it in 5 quarters. The position peaked at $92K in Q1 2022. 1,235 funds tracked by Wall St. Rank hold CCI as of Q2 2023.

  • MBM Wealth Consultants reported no remaining Crown Castle position as of Q2 2023 after selling out during the quarter.
  • MBM Wealth Consultants sold 500 Crown Castle shares in Q2 2023, an estimated $67K.
  • MBM Wealth Consultants first reported a position in Crown Castle in Q1 2022 and held it in 5 quarters.
  • MBM Wealth Consultants's Crown Castle position peaked at $92K in Q1 2022.
  • 1,235 funds tracked by Wall St. Rank held Crown Castle as of Q2 2023.

Based on MBM Wealth Consultants's 13F filing for Q2 2023, filed 24 Jul 2023.