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Prentice Wealth Management’s Crown Castle CCI Stock Holding History

Prentice 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
Q3 		– Sell
-35
Closed -$6K – 105
2022
Q2 		$6K Buy
+35
New +$6.37K 0.01% 116
2021
Q4 		– Sell
-10
Closed -$2K – 133
2021
Q3 		$2K Hold
10
– – ﹤0.01% 294
2021
Q2 		$2K Hold
10
– – ﹤0.01% 292
2021
Q1 		$2K Buy
+10
New +$1.6K ﹤0.01% 295

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Prentice Wealth Management's CCI Position: Q3 2022 in Review

Prentice Wealth Management sold out of Crown Castle (CCI) in Q3 2022, closing a stake of 35 shares — an estimated $6K sold.

Prentice Wealth Management first reported a position in CCI in Q1 2021 and held it in 4 quarters. The position peaked at $6K in Q2 2022. 1,293 funds tracked by Wall St. Rank hold CCI as of Q3 2022.

  • Prentice Wealth Management reported no remaining Crown Castle position as of Q3 2022 after selling out during the quarter.
  • Prentice Wealth Management sold 35 Crown Castle shares in Q3 2022, an estimated $6K.
  • Prentice Wealth Management first reported a position in Crown Castle in Q1 2021 and held it in 4 quarters.
  • Prentice Wealth Management's Crown Castle position peaked at $6K in Q2 2022.
  • 1,293 funds tracked by Wall St. Rank held Crown Castle as of Q3 2022.

Based on Prentice Wealth Management's 13F filing for Q3 2022, filed 19 Oct 2022.