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Meridian Wealth Partners’s Crown Castle CCI Stock Holding History

Meridian Wealth Partners’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
2021
Q2 		– Sell
-173
Closed -$30K – 292
2021
Q1 		$30K Buy
173
+46
+36% +$7.37K 0.01% 220
2020
Q4 		$20K Hold
127
– – 0.01% 228
2020
Q3 		$21K Buy
+127
New +$21K 0.01% 200

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Meridian Wealth Partners's CCI Position: Q2 2021 in Review

Meridian Wealth Partners sold out of Crown Castle (CCI) in Q2 2021, closing a stake of 173 shares — an estimated $30K sold.

Meridian Wealth Partners first reported a position in CCI in Q3 2020 and held it in 3 quarters. The position peaked at $30K in Q1 2021. 1,261 funds tracked by Wall St. Rank hold CCI as of Q2 2021.

  • Meridian Wealth Partners reported no remaining Crown Castle position as of Q2 2021 after selling out during the quarter.
  • Meridian Wealth Partners sold 173 Crown Castle shares in Q2 2021, an estimated $30K.
  • Meridian Wealth Partners first reported a position in Crown Castle in Q3 2020 and held it in 3 quarters.
  • Meridian Wealth Partners's Crown Castle position peaked at $30K in Q1 2021.
  • 1,261 funds tracked by Wall St. Rank held Crown Castle as of Q2 2021.

Based on Meridian Wealth Partners's 13F filing for Q2 2021, filed 12 Aug 2021.