Minot Wealth Management’s Crown Castle CCI Stock Holding History

Minot Wealth Management’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	$402K	Sell	2,386 -359	-13%	-$65.3K	0.1%	123
2022 Q1	$507K	Sell	2,745 -1,030	-27%	-$183K	0.11%	127
2021 Q4	$788K	Buy	3,775 +83	+2%	+$15.3K	0.15%	101
2021 Q3	$640K	Buy	3,692 +407	+12%	+$78.7K	0.14%	108
2021 Q2	$658K	Buy	3,285 +58	+2%	+$10.9K	0.14%	107
2021 Q1	$555K	Sell	3,227 -3,615	-53%	-$579K	0.14%	111
2020 Q4	$1.09M	Sell	6,842 -3,594	-34%	-$583K	0.32%	75
2020 Q3	$1.74M	Buy	10,436 +3,088	+42%	+$510K	0.65%	55
2020 Q2	$1.23M	Buy	7,348 +4,958	+207%	+$799K	0.61%	56
2020 Q1	$345K	Sell	2,390 -944	-28%	-$141K	0.25%	85
2019 Q4	$496K	Buy	+3,334	New	+$455K	0.23%	85

Other funds holding CCI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Minot Wealth Management's CCI Position: Q2 2022 in Review

Minot Wealth Management reduced its Crown Castle (CCI) stake by 13% in Q2 2022, selling an estimated $65.3K and leaving 2,386 shares worth $402K. The position accounts for 0.1% of the portfolio, ranked #123.

Minot Wealth Management first reported a position in CCI in Q4 2019 and has held it in 11 quarters since. The position peaked at $1.74M in Q3 2020. 1,350 funds tracked by Wall St. Rank hold CCI as of Q2 2022.

Minot Wealth Management held 2,386 shares of Crown Castle worth $402K as of Q2 2022.
Minot Wealth Management sold 359 Crown Castle shares in Q2 2022, an estimated $65.3K.
Crown Castle made up 0.1% of Minot Wealth Management's portfolio in Q2 2022, its #123 holding.
Minot Wealth Management first reported a position in Crown Castle in Q4 2019 and has held it in 11 quarters since.
Minot Wealth Management's Crown Castle position peaked at $1.74M in Q3 2020.
1,350 funds tracked by Wall St. Rank held Crown Castle as of Q2 2022.

Based on Minot Wealth Management's 13F filing for Q2 2022, filed 12 Jul 2022.