Schneider Downs Wealth Management Advisors’s Crown Castle CCI Stock Holding History

Schneider Downs Wealth Management 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 Q4	–	Sell	-2,541	Closed	-$367K	–	120
2022 Q3	$367K	Sell	2,541 -531	-17%	-$90.9K	0.11%	79
2022 Q2	$517K	Sell	3,072 -312	-9%	-$56.8K	0.14%	71
2022 Q1	$625K	Buy	3,384 +116	+4%	+$20.6K	0.16%	66
2021 Q4	$682K	Sell	3,268 -17	-0.5%	-$3.14K	0.16%	69
2021 Q3	$569K	Buy	3,285 +74	+2%	+$14.3K	0.15%	73
2021 Q2	$626K	Buy	3,211 +2	+0.1%	+$374	0.16%	64
2021 Q1	$552K	Buy	3,209 +1,940	+153%	+$311K	0.13%	68
2020 Q4	$202K	Sell	1,269 -750	-37%	-$122K	0.06%	93
2020 Q3	$336K	Buy	2,019 +11	+0.5%	+$1.81K	0.11%	60
2020 Q2	$336K	Hold	2,008	–	–	0.11%	55
2020 Q1	$290K	Buy	+2,008	New	+$299K	0.11%	62
2019 Q3	–	Sell	-1,634	Closed	-$213K	–	68
2019 Q2	$213K	Buy	+1,634	New	+$210K	0.07%	63

Other funds holding CCI

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Schneider Downs Wealth Management Advisors's CCI Position: Q4 2022 in Review

Schneider Downs Wealth Management Advisors sold out of Crown Castle (CCI) in Q4 2022, closing a stake of 2,541 shares — an estimated $367K sold.

Schneider Downs Wealth Management Advisors first reported a position in CCI in Q2 2019 and held it in 12 quarters. The position peaked at $682K in Q4 2021. 1,325 funds tracked by Wall St. Rank hold CCI as of Q4 2022.

Schneider Downs Wealth Management Advisors reported no remaining Crown Castle position as of Q4 2022 after selling out during the quarter.
Schneider Downs Wealth Management Advisors sold 2,541 Crown Castle shares in Q4 2022, an estimated $367K.
Schneider Downs Wealth Management Advisors first reported a position in Crown Castle in Q2 2019 and held it in 12 quarters.
Schneider Downs Wealth Management Advisors's Crown Castle position peaked at $682K in Q4 2021.
1,325 funds tracked by Wall St. Rank held Crown Castle as of Q4 2022.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q4 2022, filed 1 Feb 2023.