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RMR Wealth Builders’s Crown Castle CCI Stock Holding History

RMR Wealth Builders’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
2021
Q2 		– Sell
-15
Closed -$3K – 257
2021
Q1 		$3K Buy
+15
New +$2.4K ﹤0.01% 708
2020
Q3 		– Sell
-200
Closed -$33K – 263
2020
Q2 		$33K Buy
+200
New +$32.2K 0.03% 265
2019
Q4 		$145K Buy
+1,022
New +$139K 0.14% 139

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

RMR Wealth Builders's CCI Position: Q2 2021 in Review

RMR Wealth Builders sold out of Crown Castle (CCI) in Q2 2021, closing a stake of 15 shares — an estimated $3K sold.

RMR Wealth Builders first reported a position in CCI in Q4 2019 and held it in 3 quarters. The position peaked at $145K in Q4 2019. 1,262 funds tracked by Wall St. Rank hold CCI as of Q2 2021.

  • RMR Wealth Builders reported no remaining Crown Castle position as of Q2 2021 after selling out during the quarter.
  • RMR Wealth Builders sold 15 Crown Castle shares in Q2 2021, an estimated $3K.
  • RMR Wealth Builders first reported a position in Crown Castle in Q4 2019 and held it in 3 quarters.
  • RMR Wealth Builders's Crown Castle position peaked at $145K in Q4 2019.
  • 1,262 funds tracked by Wall St. Rank held Crown Castle as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.