MWM
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Mission Wealth Management’s Crown Castle CCI Stock Holding History

Mission 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
Q1 		– Sell
-1,034
Closed -$216K – 538
2021
Q4 		$216K Buy
+1,034
New +$191K 0.01% 504

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mission Wealth Management's CCI Position: Q1 2022 in Review

Mission Wealth Management sold out of Crown Castle (CCI) in Q1 2022, closing a stake of 1,034 shares — an estimated $216K sold.

Mission Wealth Management first reported a position in CCI in Q4 2021 and held it in 1 quarter. The position peaked at $216K in Q4 2021. 1,344 funds tracked by Wall St. Rank hold CCI as of Q1 2022.

  • Mission Wealth Management reported no remaining Crown Castle position as of Q1 2022 after selling out during the quarter.
  • Mission Wealth Management sold 1,034 Crown Castle shares in Q1 2022, an estimated $216K.
  • Mission Wealth Management first reported a position in Crown Castle in Q4 2021 and held it in 1 quarter.
  • Mission Wealth Management's Crown Castle position peaked at $216K in Q4 2021.
  • 1,344 funds tracked by Wall St. Rank held Crown Castle as of Q1 2022.

Based on Mission Wealth Management's 13F filing for Q1 2022, filed 25 Apr 2022.