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Smith Salley Wealth Management’s Crown Castle CCI Stock Holding History

Smith Salley 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
2023
Q2 		– Sell
-14,744
Closed -$1.97M – 228
2023
Q1 		$1.97M Sell
14,744
-988
-6% -$137K 0.16% 102
2022
Q4 		$2.13M Sell
15,732
-824
-5% -$111K 0.18% 93
2022
Q3 		$2.39M Buy
16,556
+179
+1% +$30.6K 0.22% 87
2022
Q2 		$2.76M Sell
16,377
-3,205
-16% -$583K 0.24% 88
2022
Q1 		$3.61M Buy
19,582
+331
+2% +$58.9K 0.27% 78
2021
Q4 		$4.02M Sell
19,251
-2
-0% -$369 0.28% 77
2021
Q3 		$3.34M Buy
19,253
+508
+3% +$98.2K 0.26% 77
2021
Q2 		$3.66M Sell
18,745
-2
-0% -$374 0.3% 73
2021
Q1 		$3.23M Buy
18,747
+533
+3% +$85.4K 0.29% 75
2020
Q4 		$2.9M Buy
18,214
+389
+2% +$63.1K 0.29% 72
2020
Q3 		$2.97M Buy
17,825
+8,563
+92% +$1.41M 0.36% 69
2020
Q2 		$1.55M Buy
+9,262
New +$1.49M 0.21% 83

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
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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Smith Salley Wealth Management's CCI Position: Q2 2023 in Review

Smith Salley Wealth Management sold out of Crown Castle (CCI) in Q2 2023, closing a stake of 14,744 shares — an estimated $1.97M sold.

Smith Salley Wealth Management first reported a position in CCI in Q2 2020 and held it in 12 quarters. The position peaked at $4.02M in Q4 2021. 1,236 funds tracked by Wall St. Rank hold CCI as of Q2 2023.

  • Smith Salley Wealth Management reported no remaining Crown Castle position as of Q2 2023 after selling out during the quarter.
  • Smith Salley Wealth Management sold 14,744 Crown Castle shares in Q2 2023, an estimated $1.97M.
  • Smith Salley Wealth Management first reported a position in Crown Castle in Q2 2020 and held it in 12 quarters.
  • Smith Salley Wealth Management's Crown Castle position peaked at $4.02M in Q4 2021.
  • 1,236 funds tracked by Wall St. Rank held Crown Castle as of Q2 2023.

Based on Smith Salley Wealth Management's 13F filing for Q2 2023, filed 4 Aug 2023.