N.E.W. Advisory Services’s Crown Castle CCI Stock Holding History

N.E.W. Advisory 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 Q3	–	Sell	-1,212	Closed	-$204K	–	128
2022 Q2	$204K	Sell	1,212 -130	-10%	-$23.7K	0.04%	125
2022 Q1	$230K	Buy	1,342 +30	+2%	+$5.34K	0.04%	117
2021 Q4	$274K	Sell	1,312 -10	-0.8%	-$1.85K	0.04%	119
2021 Q3	$229K	Sell	1,322 -14	-1%	-$2.71K	0.04%	126
2021 Q2	$260K	Sell	1,336 -6	-0.4%	-$1.12K	0.04%	115
2021 Q1	$234K	Hold	1,342	–	–	0.04%	118
2020 Q4	$214K	Buy	+1,342	New	+$218K	0.05%	126

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

N.E.W. Advisory Services's CCI Position: Q3 2022 in Review

N.E.W. Advisory Services sold out of Crown Castle (CCI) in Q3 2022, closing a stake of 1,212 shares — an estimated $204K sold.

N.E.W. Advisory Services first reported a position in CCI in Q4 2020 and held it in 7 quarters. The position peaked at $274K in Q4 2021. 1,293 funds tracked by Wall St. Rank hold CCI as of Q3 2022.

N.E.W. Advisory Services reported no remaining Crown Castle position as of Q3 2022 after selling out during the quarter.
N.E.W. Advisory Services sold 1,212 Crown Castle shares in Q3 2022, an estimated $204K.
N.E.W. Advisory Services first reported a position in Crown Castle in Q4 2020 and held it in 7 quarters.
N.E.W. Advisory Services's Crown Castle position peaked at $274K in Q4 2021.
1,293 funds tracked by Wall St. Rank held Crown Castle as of Q3 2022.

Based on N.E.W. Advisory Services's 13F filing for Q3 2022, filed 14 Nov 2022.