Modera Wealth Management’s Crown Castle CCI Stock Holding History

Modera 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
2023 Q2	–	Sell	-1,905	Closed	-$255K	–	565
2023 Q1	$255K	Buy	+1,905	New	+$263K	0.01%	306
2022 Q3	–	Sell	-1,227	Closed	-$207K	–	319
2022 Q2	$207K	Buy	1,227 +11	+0.9%	+$2K	0.01%	315
2022 Q1	$224K	Sell	1,216 -9	-0.7%	-$1.6K	0.01%	327
2021 Q4	$256K	Hold	1,225	–	–	0.01%	472
2021 Q3	$212K	Hold	1,225	–	–	0.01%	254
2021 Q2	$239K	Buy	1,225 +13	+1%	+$2.43K	0.01%	206
2021 Q1	$209K	Buy	+1,212	New	+$194K	0.01%	219

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

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Modera Wealth Management's CCI Position: Q2 2023 in Review

Modera Wealth Management sold out of Crown Castle (CCI) in Q2 2023, closing a stake of 1,905 shares — an estimated $255K sold.

Modera Wealth Management first reported a position in CCI in Q1 2021 and held it in 7 quarters. The position peaked at $256K in Q4 2021. 1,235 funds tracked by Wall St. Rank hold CCI as of Q2 2023.

Modera Wealth Management reported no remaining Crown Castle position as of Q2 2023 after selling out during the quarter.
Modera Wealth Management sold 1,905 Crown Castle shares in Q2 2023, an estimated $255K.
Modera Wealth Management first reported a position in Crown Castle in Q1 2021 and held it in 7 quarters.
Modera Wealth Management's Crown Castle position peaked at $256K in Q4 2021.
1,235 funds tracked by Wall St. Rank held Crown Castle as of Q2 2023.

Based on Modera Wealth Management's 13F filing for Q2 2023, filed 7 Aug 2023.