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Seven Springs Wealth Group’s Crown Castle CCI Stock Holding History

Seven Springs Wealth Group’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
-2,431
Closed -$351K – 58
2022
Q3 		$351K Buy
2,431
+28
+1% +$4.79K 0.19% 42
2022
Q2 		$405K Buy
2,403
+439
+22% +$79.9K 0.2% 48
2022
Q1 		$363K Buy
+1,964
New +$350K 0.17% 50
2021
Q1 		– Sell
-16
Closed -$3K – 152
2020
Q4 		$3K Buy
+16
New +$2.6K ﹤0.01% 146

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

Seven Springs Wealth Group's CCI Position: Q4 2022 in Review

Seven Springs Wealth Group sold out of Crown Castle (CCI) in Q4 2022, closing a stake of 2,431 shares — an estimated $351K sold.

Seven Springs Wealth Group first reported a position in CCI in Q4 2020 and held it in 4 quarters. The position peaked at $405K in Q2 2022. 1,325 funds tracked by Wall St. Rank hold CCI as of Q4 2022.

  • Seven Springs Wealth Group reported no remaining Crown Castle position as of Q4 2022 after selling out during the quarter.
  • Seven Springs Wealth Group sold 2,431 Crown Castle shares in Q4 2022, an estimated $351K.
  • Seven Springs Wealth Group first reported a position in Crown Castle in Q4 2020 and held it in 4 quarters.
  • Seven Springs Wealth Group's Crown Castle position peaked at $405K in Q2 2022.
  • 1,325 funds tracked by Wall St. Rank held Crown Castle as of Q4 2022.

Based on Seven Springs Wealth Group's 13F filing for Q4 2022, filed 8 Feb 2023.