McKinley Carter Wealth Services’s Crown Castle CCI Stock Holding History

McKinley Carter Wealth 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 Q2	–	Sell	-1,090	Closed	-$201K	–	289
2022 Q1	$201K	Buy	1,090 +15	+1%	+$2.67K	0.02%	285
2021 Q4	$224K	Buy	+1,075	New	+$199K	0.02%	277
2021 Q3	–	Sell	-1,070	Closed	-$209K	–	289
2021 Q2	$209K	Buy	+1,070	New	+$200K	0.02%	275
2021 Q1	–	Sell	-1,291	Closed	-$206K	–	287
2020 Q4	$206K	Buy	+1,291	New	+$209K	0.03%	253
2018 Q2	–	Sell	-1,248	Closed	-$137K	–	197
2018 Q1	$137K	Buy	+1,248	New	+$135K	0.04%	190

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

McKinley Carter Wealth Services's CCI Position: Q2 2022 in Review

McKinley Carter Wealth Services sold out of Crown Castle (CCI) in Q2 2022, closing a stake of 1,090 shares — an estimated $201K sold.

McKinley Carter Wealth Services first reported a position in CCI in Q1 2018 and held it in 5 quarters. The position peaked at $224K in Q4 2021. 1,349 funds tracked by Wall St. Rank hold CCI as of Q2 2022.

McKinley Carter Wealth Services reported no remaining Crown Castle position as of Q2 2022 after selling out during the quarter.
McKinley Carter Wealth Services sold 1,090 Crown Castle shares in Q2 2022, an estimated $201K.
McKinley Carter Wealth Services first reported a position in Crown Castle in Q1 2018 and held it in 5 quarters.
McKinley Carter Wealth Services's Crown Castle position peaked at $224K in Q4 2021.
1,349 funds tracked by Wall St. Rank held Crown Castle as of Q2 2022.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2022, filed 15 Jul 2022.