Outlook Wealth Advisors’s Crown Castle CCI Stock Holding History

Outlook Wealth Advisors’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	-1,151	Closed	-$240K	–	199
2021 Q4	$240K	Buy	+1,151	New	+$213K	0.07%	186
2021 Q3	–	Sell	-1,076	Closed	-$210K	–	214
2021 Q2	$210K	Buy	+1,076	New	+$201K	0.07%	201
2021 Q1	–	Sell	-4,500	Closed	-$716K	–	191
2020 Q4	$716K	Buy	4,500 +837	+23%	+$136K	0.26%	91
2020 Q3	$610K	Buy	+3,663	New	+$604K	0.24%	92
2019 Q4	–	Sell	-1,768	Closed	-$246K	–	146
2019 Q3	$246K	Sell	1,768 -3,466	-66%	-$479K	0.15%	147
2019 Q2	$682K	Sell	5,234 -2,386	-31%	-$307K	0.45%	56
2019 Q1	$976K	Buy	7,620 +6,226	+447%	+$730K	0.8%	30
2018 Q4	$1.51M	Buy	+1,394	New	+$153K	0.69%	32

Other funds holding CCI

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return