PWM
CCI icon

Pinnacle Wealth Management’s Crown Castle CCI Stock Holding History

Pinnacle 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
Q4 		$1.6M Buy
11,828
+1,313
+12% +$178K 1.93% 26
2022
Q3 		$1.52M Buy
10,515
+199
+2% +$34.1K 1.85% 29
2022
Q2 		$1.74M Buy
+10,316
New +$1.88M 2.44% 19

Other funds holding CCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pinnacle Wealth Management's CCI Position: Q4 2022 in Review

Pinnacle Wealth Management increased its Crown Castle (CCI) stake by 12% in Q4 2022, buying an estimated $178K and bringing the position to 11,828 shares worth $1.6M. The position accounts for 1.93% of the portfolio, ranked #26.

Pinnacle Wealth Management first reported a position in CCI in Q2 2022 and has held it in 3 quarters since. The position peaked at $1.74M in Q2 2022. 1,325 funds tracked by Wall St. Rank hold CCI as of Q4 2022.

  • Pinnacle Wealth Management held 11,828 shares of Crown Castle worth $1.6M as of Q4 2022.
  • Pinnacle Wealth Management bought 1,313 Crown Castle shares in Q4 2022, an estimated $178K.
  • Crown Castle made up 1.93% of Pinnacle Wealth Management's portfolio in Q4 2022, its #26 holding.
  • Pinnacle Wealth Management first reported a position in Crown Castle in Q2 2022 and has held it in 3 quarters since.
  • Pinnacle Wealth Management's Crown Castle position peaked at $1.74M in Q2 2022.
  • 1,325 funds tracked by Wall St. Rank held Crown Castle as of Q4 2022.

Based on Pinnacle Wealth Management's 13F filing for Q4 2022, filed 30 Jan 2023.