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Nauset Wealth Management’s Crown Castle CCI Stock Holding History

Nauset 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 		$680K Sell
3,681
-73
-2% -$13K 0.54% 29
2021
Q4 		$784K Buy
+3,754
New +$693K 0.75% 25

Other funds holding CCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Nauset Wealth Management reduced its Crown Castle (CCI) stake by 1.9% in Q1 2022, selling an estimated $13K and leaving 3,681 shares worth $680K. The position accounts for 0.54% of the portfolio, ranked #29.

Nauset Wealth Management first reported a position in CCI in Q4 2021 and has held it in 2 quarters since. The position peaked at $784K in Q4 2021. 1,344 funds tracked by Wall St. Rank hold CCI as of Q1 2022.

  • Nauset Wealth Management held 3,681 shares of Crown Castle worth $680K as of Q1 2022.
  • Nauset Wealth Management sold 73 Crown Castle shares in Q1 2022, an estimated $13K.
  • Crown Castle made up 0.54% of Nauset Wealth Management's portfolio in Q1 2022, its #29 holding.
  • Nauset Wealth Management first reported a position in Crown Castle in Q4 2021 and has held it in 2 quarters since.
  • Nauset Wealth Management's Crown Castle position peaked at $784K in Q4 2021.
  • 1,344 funds tracked by Wall St. Rank held Crown Castle as of Q1 2022.

Based on Nauset Wealth Management's 13F filing for Q1 2022, filed 28 Apr 2022.