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	Sell	7,620 -6,320	-45%	-$741K	0.8%	30
2018 Q4	$1.51M	Buy	+13,940	New	+$1.53M	0.69%	32

Other funds holding CCI

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Outlook Wealth Advisors's CCI Position: Q1 2022 in Review

Outlook Wealth Advisors sold out of Crown Castle (CCI) in Q1 2022, closing a stake of 1,151 shares — an estimated $240K sold.

Outlook Wealth Advisors first reported a position in CCI in Q4 2018 and held it in 8 quarters. The position peaked at $1.51M in Q4 2018. 1,344 funds tracked by Wall St. Rank hold CCI as of Q1 2022.

Outlook Wealth Advisors reported no remaining Crown Castle position as of Q1 2022 after selling out during the quarter.
Outlook Wealth Advisors sold 1,151 Crown Castle shares in Q1 2022, an estimated $240K.
Outlook Wealth Advisors first reported a position in Crown Castle in Q4 2018 and held it in 8 quarters.
Outlook Wealth Advisors's Crown Castle position peaked at $1.51M in Q4 2018.
1,344 funds tracked by Wall St. Rank held Crown Castle as of Q1 2022.

Based on Outlook Wealth Advisors's 13F filing for Q1 2022, filed 13 May 2022.